Agenda: Board of Education Meeting, March 24, 2022

Diprima, Paul Multilingual Programs Teacher,Full Time 06/15/2022 Retirement Dobi, Suzana Philadelphia Military Academy Teacher,Full Time 10/14/2022 Retirement Dolchanczyk, Joseph Wilson, Woodrow Middle School Teacher,Full Time 06/15/2022 Resignation Dominello, Kristen Marshall, Thurgood School Teacher,Full Time 05/16/2022 Resignation Dommel, Rebekah The Workshop School Teacher,Full Time 06/15/2022 Resignation Donohue, Maryellen Bridesburg School Student Climate Staff,6 Hours 03/04/2022 Resignation Donohue, Kaitlin Penn Treaty High School Special Education Assistant 04/19/2022 Resignation Draham, Annemarie Deburgos, J. Elementary Teacher,Full Time 06/15/2022 Retirement Dranoff, Nicole Franklin Learning Center Teacher,Full Time 06/15/2022 Resignation

Duffey Bernt, Eileen Academy At Palumbo School Nurse 06/15/2022 Retirement Dukes, Donyae' Longstreth, William C. School Student Climate Staff,6 Hours 03/25/2022 Resignation Dunn, Alexa Saul, Walter B. High School Principal 06/15/2022 Resignation Edens, Geraldine Logan, James School Student Climate Staff,4 Hours 04/01/2022 Retirement Edwards, Devon Bethune, Mary Mcleod School School Counselor, 10 Months 06/15/2022 Resignation Edwards, Sylvia Phila Learning Academy- South Student Climate Staff,6 Hours 11/01/2022 Retirement Efunnuga, Oluwatosin Conwell, Russell Middle School School Nurse 06/15/2022 Resignation Endy, Genevieve Decatur, Stephen School Principal 06/30/2022 Retirement Epstein, Genna Southwark School School Counselor, 10 Months 02/25/2022 Resignation Faulkner, Charjae Dick, William School Special Education Assistant 04/08/2022 Resignation Fedoroff, Stephanie Payroll Manager,Payroll Operations 03/25/2022 Retirement

Fein, Pamala Feltonville Intermediate Special Education Assistant 03/08/2022 Resignation Felder, Brenda Motivation High School School Nurse Practitioner 06/15/2022 Retirement Feleccia, Ronald Roxborough High School Teacher,Full Time 06/15/2022 Retirement Feliciano, Elba Cramp, William School Supportive Services Asst, 4 Hr 06/15/2022 Retirement Fernandez, Shanique Carnell, Laura H. School Teacher,Full Time 05/20/2022 Resignation Feuillet, Theole Franklin Learning Center Teacher,Full Time 06/15/2022 Resignation Fleming, Bridgette Kelly, John B. School Teacher,Full Time 06/15/2022 Resignation Fletcher, Keith Harding, Warren G. Middle Sch Teacher,Full Time 02/25/2022 Resignation Fox, Patricia Comegys, Benjamin B. School Teacher,Full Time 04/25/2022 Resignation Francis, Karen Welsh, John School Teacher,Spec Education 06/15/2022 Resignation

Franciscovich, Michael Carpentry Services Gen'L Construction Mech B 5Dy 02/25/2022 Resignation Frazier, Tracey Mc Michael Head Start Teacher,Full Time 06/15/2022 Retirement Freeman, Anita Broad Street Garage Bus Chau Trainee,Part-Time 02/08/2022 Resignation Fried, Lawrence Willard, Frances E. School Teacher,Full Time 06/15/2022 Retirement Furtick, Nydia Allen, Ethan School Food Svcs Worker Ii 02/27/2022 Resignation Gable, Rebekka Day, Anna B. School Teacher,Full Time 06/15/2022 Resignation Gallag Gavula, Terry Fitzpatrick, A.L. School Teacher,Full Time 06/15/2022 Retirement Gardner, Michelle Office Student Rights & Resp Case Manager 03/17/2022 Resignation Gary, Carol Hopkinson, Francis School Food Svcs Assistant 02/28/2022 Retirement Gary, Renaldo Lamberton,Robert E. Elementary Building Engineer-Group Iii 07/01/2022 Retirement Gass, Khadijah Marshall, Thurgood School Food Svcs Assistant 02/22/2022 Resignation Gease, Duuna Philadelphia Military

Academy Custodial Assistant 06/18/2022 Retirement Genaw, Joan Moore, J. Hampton School School Counselor, 10 Months 06/15/2022 Retirement Gill, Cheryl Mayfair School Special Education Assistant 03/31/2023 Retirement Gnoffo, Rosaleen Heston, Edward School Physical Therapist 06/15/2022 Resignation Goldberg, Lauren Finletter, Thomas K. School Teacher,Full Time 06/15/2022 Resignation Gonlag, Tyler Vaux Big Picture High School Teacher,Full Time 06/15/2022 Resignation Gonzales-Paz, Kristel Joyce Frankford High School Teacher,Spec Education 06/15/2022 Resignation Gordon, Angela Kearny, Gen. Philip School Special Education Assistant 02/03/2022 Resignation Gorovitz, Laura Barton, Clara School Teacher,Full Time 06/15/2022 Resignation Grant, Ebony Morris, Robert School Climate Support Specialist 03/18/2022 Resignation

Gray, Leroy Frankford High School Teacher,Full Time 04/25/2022 Resignation Green, Tiara Mastbaum, Jules E. High School School Safety Officer 02/25/2022 Resignation Green, Cynthia Spruance, Gilbert School Student Climate Staff,5 Hours 10/03/2022 Retirement Greenblatt, Hannah Potter-Thomas School Teacher,Full Time 06/15/2022 Resignation Griffin, William Hancock Demonstration School Principal 06/30/2022 Retirement Gutierrez, Mercedes Pupil Health Services Student Health Services Admin 03/04/2022 Resignation Hairston, Kisha Loesche, William H. School Teacher,Spec Education 06/15/2022 Resignation Hammen, Abriana Moore, J. Hampton School Teacher,Full Time 06/15/2022 Resignation Handley, Carly Harrington, Avery D. School Teacher,Full Time 03/08/2022 Resignation Havrilla, Alice Randolph Technical High School Teacher,Full Time 06/15/2022 Resignation Haydt, Matthew Music, Instrumental Teacher,Full Time 05/31/2022 Resignation

Hazard, Hannah Hill-Freedman World Academy Teacher,Full Time 06/15/2022 Resignation Heckman, Sarah Academy At Palumbo Teacher,Full Time 06/15/2022 Resignation Hicks, Marie Penn Alexander School Student Climate Staff,3 Hours 05/02/2022 Retirement Holland, Erin Washington, George High School Teacher,Full Time 06/15/2022 Resignation Hollinger, Roxann Mayfair School Special Education Assistant 04/22/2022 Resignation Holmes, Drew Mckinley, William School Teacher,Full Time 06/15/2022 Resignation Horne, Melanie Prince Hall School Teacher,Spec Education 06/15/2022 Resignation Houston, Lynette Franklin, Benjamin Elem School Supportive Services Asst, 4 Hr 09/30/2022 Retirement Hunt, William Cramp, William School Asst Principal 06/22/2022 Retirement Irvis, Monique Office Of School Safety School Safety Officer 03/21/2022 Retirement

Jackson, Kadeem Facilities Central Maintenance Trades Apprentice 03/25/2022 Resignation Jackson, Valerie Henry, Charles W. School Special Education Assistant 01/27/2022 Retirement Jackson, Rhonda Barry, John Head Start Teacher,Full Time 03/28/2022 Retirement Jackson, Michele Hamilton, Andrew School Teacher,Spec Education 06/15/2022 Retirement Jacobs, Robin Cook-Wissahickon School Teacher,Full Time 06/15/2022 Retirement Jaskelewicz, David Hartranft, John F. School Teacher,Spec Education 03/18/2022 Resignation Jennings, Asia Overbrook Educational Center Special Education Assistant 02/11/2022 Resignation Jessup, Kenneth Patterson, John M. School Principal 06/30/2022 Retirement Johnson, Jasmine Pennell, Joseph Elementary Teacher,Spec Education 02/23/2022 Resignation Johnson, Randy Lingelbach, Anna L. School Building Engineer-Group Ii 03/11/2022 Resignation Johnson, Shelbe-Bree Moore, J. Hampton School Teacher,Full Time 06/15/2022 Resignation Johnson, Barbara Head Start Central Office

Special Projects Assistant Ii 06/27/2022 Retirement Jones, Warran Sullivan, James J. School General Cleaner, 8 Hours 01/25/2022 Resignation Jones, Kenneth Phila Learning Academy- South Supportive Services Asst, 4 Hr 06/15/2022 Retirement Jones-Moody, Courteney Bryant, William C. School Teacher,Full Time 03/10/2022 Resignation Jones-Obrien, James Elkin, Lewis School Teacher,Full Time 06/15/2022 Resignation Jordan, Emily Academy At Palumbo Teacher,Full Time 06/15/2022 Resignation Karim, Md Lincoln, Abraham High School Special Education Assistant 02/23/2022 Resignation Kasprzak, Karli Wilson, Woodrow Middle School Teacher,Full Time 03/02/2022 Resignation Keels, Bridget Curriculum Inst & Assess Off Senior Project Manager 04/08/2022 Change date Kennedy, Colleen Cassidy,Lewis C Academics Plus School Nurse 03/11/2022 Resignation

Kennedy, Lynn Loesche, William H. School Special Education Assistant 05/20/2022 Resignation Kernick, Eileen Edmonds, F.S. Bright Futures Teacher,Full Time 06/15/2022 Retirement Kim, Patricia Finletter, Thomas K. School Teacher,Full Time 05/13/2022 Resignation Kirkman, Kathryn Research & Evaluation Data Analyst,Research 03/18/2022 Resignation Lambo, Mia Constitution High School Teacher,Full Time 06/15/2022 Resignation Langston, Colette Swenson Arts/Tech High School Principal 07/15/2022 Retirement Leone, Michael Facilities Manager - Se Region Facilities Area Manager 06/06/2022 Retirement Levitt, Mary Greenberg, Joseph School Special Education Assistant 06/15/2022 Retirement Lewis, Suprina Cooke, Jay Elementary School Teacher,Spec Education 06/15/2022 Resignation Lewis, Allison Logan, James School Teacher,Full Time 06/15/2022 Resignation Lewis, Sylvester Fels, Samuel High School Special Education Assistant 04/01/2022 Resignation

Li, Hong Yan Cramp, William School Teacher,Full Time 06/15/2022 Retirement Loughlin, Courtney Rhawnhurst School Teacher,Full Time 06/15/2022 Resignation Lynagh, Anne Meredith, William M. School Supportive Services Asst, 4 Hr 06/15/2022 Resignation Mackin, Francis Farrell, Louis H. School Teacher,Full Time 06/15/2022 Retirement Mailey, Caitlin Family & Student Services Behavior Analyst 04/01/2022 Resignation Mair, Addie Bache-Martin School Teacher,Spec Education 06/15/2022 Resignation Mallon, Julia Cook-Wissahickon School Teacher,Full Time 06/15/2022 Resignation Markovic, Jelena Bache-Martin School Teacher,Full Time 06/15/2022 Resignation Martin, Kevin Custodial Auxiliary Facilities Truck Chauffeur 05/31/2022 Retirement Massad, Rachel Carnell, Laura H. School Teacher,Spec Education 06/15/2022 Resignation Mathias, Miranda High School Of The Future Teacher,Spec Education 06/15/2022 Resignation

Mccarthy, Kaitlyn Central High School Teacher,Full Time 06/15/2022 Resignation Mcclendon, Janett Randolph Technical High School School Nurse 01/04/2022 Change date Mcknight, Sharon High School Of The Future Teacher,Spec Education 06/15/2022 Retirement Mcneil, Crystal Bregy, F. Amedee School Student Climate Staff,6 Hours 05/25/2022 Retirement Meekins, David Washington, George High School Teacher,Full Time 03/11/2022 Resignation Melville, Kathleen The Workshop School Teacher,Full Time 03/04/2022 Resignation Mendez, Hector Office Of School Safety School Safety Officer, 8Hrs 04/08/2022 Retirement Metellus, Samuel Washington, George High School Teacher,Full Time 06/15/2022 Resignation Meyers, Tracee Marshall, Thurgood School Teacher,Full Time 06/15/2022 Retirement Milewski Moskal, Maryann Loesche, William H. School Teacher,Full Time 06/15/2022 Retirement Miller, Caitlin Bache-Martin School Teacher,Spec Education 06/15/2022 Resignation

Mittal, Rashmi Locke, Alain School Teacher,Full Time 03/11/2022 Resignation Montgomery, Sharon Franklin, Benjamin Elem School Teacher,Full Time 06/15/2022 Retirement Moore, Cynthia Morton, Thomas G. School School Counselor, 10 Months 06/15/2022 Retirement Morden-Snipper, Damian Adaire, Alexander School Teacher,Full Time 06/15/2022 Resignation Moyer, Alicia Finletter, Thomas K. School Teacher,Full Time 06/15/2022 Resignation Murray, Lauren Finletter, Thomas K. School Teacher,Full Time 06/15/2022 Resignation Mycka, Pamela Amy Northwest Teacher,Spec Education 06/15/2022 Resignation Myers, Emily Lea, Henry C. Teacher,Spec Education 02/25/2022 Resignation Myers, Wanda Kirkbride, Eliza B. School School Nurse 06/15/2022 Retirement Nally, Alexandra Kirkbride, Eliza B. School Teacher,Spec Education 06/15/2022 Resignation Narasimhan, Swetha The Workshop School Teacher,Full Time 06/15/2022 Resignation

Nayo, Essi Penrose School Special Education Assistant 01/03/2022 Resignation Neale, David Masterman,Julia R. High School Teacher,Demonstration 06/15/2022 Resignation Newton, Judith Lea School Head Start Teacher Asst,Pkhs 04/01/2022 Retirement Nguyen, Manhban South Philadelphia High School Counseling Asst,Bilingual 01/27/2022 Resignation Nunez, Steven Evaluation, Research & Acct. Program Manager, Oper&Grt 03/04/2022 Resignation O'Fee Powers, Diane Cook-Wissahickon School Teacher,Full Time 06/15/2022 Retirement O'Neill, Frances Northeast Community Propel Teacher,Full Time 06/15/2022 Resignation Ogunsina, Ayoola Brown, Joseph H. School School Climate Manager 06/22/2022 Retirement Oliver, Latoya Nebinger, George W. School Special Education Assistant 01/28/2022 Resignation Oliver, Theresa Lamberton,Robert E. Elementary Custodial Assistant 06/30/2022 Retirement Parham, Sade Mc Clure, Alexander K. School Teacher,Full Time 06/15/2022 Resignation Patterson, Janice Washington, George High

School Special Education Assistant 09/02/2022 Retirement Paulson, Mark Hill-Freedman World Academy Teacher,Full Time 06/15/2022 Resignation Peduzzi, Catherine Dick, William School Teacher,Full Time 03/11/2022 Resignation Perez-Bristol, Vanessa Cayuga School Student Climate Staff,6 Hours 02/24/2022 Resignation Perry, Eboni Logan, James School Secretary I 02/15/2022 Resignation Person, Clifford Office Of School Safety School Safety Officer, 8Hrs 10/25/2022 Retirement Peterson, Kassundra Catharine, Joseph W. School Teacher,Full Time 06/15/2022 Resignation Petter, Theresa Fell, D. Newlin School Special Education Assistant 03/08/2022 Resignation Pham, Doan Juniata Park Academy Teacher,Full Time 06/15/2022 Resignation Pinkney, Elaine Farrell, Louis H. School Student Climate Staff,6 Hours 06/15/2022 Resignation

Poe, David Randolph Technical High School Teacher,Full Time 06/15/2022 Resignation Ponticelli, Tamarla Family & Student Services Behavior Analyst 04/14/2022 Resignation Poole, Shawn Washington, George High School Asst Principal 06/15/2022 Retirement Poulson, Mia Deburgos, J. Elementary Teacher,Full Time 06/15/2022 Resignation Presley-Harris, Tammy Crossroads @ Hunting Park Teacher,Full Time 03/14/2022 Resignation Prestien, Jennifer Southwark School Teacher,Full Time 03/11/2022 Resignation Raines, Evan Allen, Dr. Ethel School Teacher,Full Time 06/15/2022 Resignation Ramirez, Ivette Office Of School Safety School Safety Supervisor 06/22/2022 Retirement Raucheisen, Danielle Health, Safety & Physical Ed Asst Dir,Nutrition Educ Progms 03/24/2022 Resignation Rauseo, Casey Building 21 Food Svcs Utility Worker 03/25/2022 Resignation Redfern, Rita Motivation High School Secretary I 02/18/2022 Resignation Reese, Shamir Lamberton,Robert E. Elementary Teacher,Spec Education 06/15/2022 Resignation

Rehman, Aziz-Ur South Philadelphia High School Teacher,Full Time 03/04/2022 Resignation Revell, Ira Fitler Academics Plus Building Engineer-Group Ii 06/30/2022 Retirement Reynolds, Cynthia Widener Memorial School Special Education Assistant 03/16/2022 Retirement Richardson, Roshaya Kelly, John B. School Supportive Services Asst, 3 Hr 03/24/2022 Resignation Rideout, Tia Division Of College Readiness Program Manager, Oper&Grt 03/31/2022 Resignation Riley, Dora Fels, Samuel High School Student Climate Staff,6 Hours 06/15/2022 Retirement Rivera, Chelsea Furness, Horace High School Teacher,Full Time 06/15/2022 Resignation Roberts, Nathifa Saul, Walter B. High School Special Education Assistant 01/27/2022 Resignation Robinson, Ramona Jackson, Andrew School Special Education Assistant 06/15/2022 Resignation

Robinson, Gloria Head Start Central Office Family Service Field Rep 06/15/2022 Retirement Rosetti, Thomas Ziegler, William H. School Teacher,Spec Education 04/20/2022 Resignation Ruffenach, Kevin Catharine, Joseph W. School Teacher,Spec Education 06/15/2022 Resignation Ruggiano, Denise Board Of Education Executive Assistant 04/01/2022 Retirement Rutland, Vincent Girard Academic Music Program Teacher,Full Time 06/15/2022 Retirement Rymsza, Sophia Meredith, William M. School Teacher,Full Time 06/15/2022 Resignation Saint-Fleur, Withzard Prince Hall School Bus Attendant 03/04/2022 Resignation Salemno, Andrea Carnell, Laura H. School Teacher,Full Time 02/14/2022 Resignation Salinas, Christopher Saul, Walter B. High School Teacher,Full Time 06/15/2022 Resignation Sample-Oates, Evelyn Chief Executive Office Ex Dir Advocacy & External Eng 02/11/2022 Resignation Scafidi, Michael Bregy, F. Amedee School Special Education Assistant 06/15/2022 Retirement

Schamko, Paige Elkin, Lewis School Teacher,Full Time 06/15/2022 Resignation Scheetz, Eric West Philadelphia High School Asst Principal 06/22/2022 Resignation Schroder, Gail Washington, Martha School Teacher,Spec Education 06/15/2022 Resignation Schulte, Madison Bregy, F. Amedee School Teacher,Spec Education 03/04/2022 Resignation Schultz, Deborah Recruitment & Staffing Talent Specialist 05/02/2022 Retirement Scoles, Megan Mc Clure School Bright Futures Teacher,Full Time 06/15/2022 Resignation Seak, Ashley Mc Clure, Alexander K. School Teacher,Full Time 06/15/2022 Resignation Segal, Jessica Penrose School Teacher,Full Time 02/16/2022 Resignation Senner, Susan Arts Academy At Benjamin Rush School Counselor, 10 Months 06/15/2022 Retirement Seymour, Sarah Washington, Martha School Special Education Assistant 02/11/2022 Resignation

Sharkey, Farrell Penn Alexander School Teacher,Full Time 06/15/2022 Resignation Shelton, Kevona Gompers, Samuel School Special Education Assistant 02/18/2022 Resignation Silberstein, Aaron Academy At Palumbo Teacher,Full Time 06/15/2022 Resignation Simmons, Lateefa Finletter, Thomas K. School Special Education Assistant 06/15/2022 Change date Sippio-Henderson, Janice Wagner, Gen. Louis Middle Sch. Teacher,Spec Education 06/15/2022 Retirement Sivertsen, Megan Fell, D. Newlin School Teacher,Full Time 06/15/2022 Resignation Skrocki, Julie Recruitment & Staffing Talent Partner 03/04/2022 Resignation Smalls, Margaret Spring Garden School School Nurse 06/15/2022 Retirement Smallwood, Ray Locke, Alain School Teacher,Full Time 06/15/2022 Resignation Smith, Lisa Cooke, Jay Elementary School Teacher,Spec Education 06/15/2022 Resignation Smith, Noah Mya-Middle Years Alternative Teacher,Full Time 06/15/2022 Resignation

Sow, Gaysiry Roxborough High School Special Education Assistant 02/22/2022 Resignation Speller, Florence Jenks, Abram School Food Svcs Assistant 03/08/2022 Resignation Spina, Paul Forrest, Edwin School Principal 06/30/2022 Retirement Stetser, Melissa Overbrook Educational Center Teacher,Spec Education 06/15/2022 Resignation Stewart, Raphael Climate & Safety Climate And Culture Coach 03/11/2022 Resignation Sullivan, Hannah Bridesburg School Student Climate Staff,6 Hours 03/03/2022 Resignation Swanson, Clifford Comegys, Benjamin B. School Teacher,Full Time 06/15/2022 Resignation Symonds, Daniel Science Leadership Academy Teacher,Full Time 06/15/2022 Resignation Szymanski, Amy Lincoln, Abraham High School Asst Principal 06/22/2022 Resignation Tan, Mui Edison, Thomas A. High School Bilingual Voc Support Asst 06/15/2022 Retirement

Tedesco, Amelia Kensington Capa Teacher,Full Time 06/15/2022 Resignation Tedesco, Stephanie Bodine, William W. High School School Counselor, 10 Months 06/15/2022 Resignation Tempro, Keon Office Of School Safety School Safety Officer 02/22/2022 Resignation Theiman, Deborah Gompers, Samuel School Special Education Assistant 06/15/2022 Retirement Thomas, Leo Attendance & Truancy Office Attendance Coach 03/08/2022 Resignation Thomas, Jodi Franklin, Benjamin Elem School Food Svcs Utility Worker 03/04/2022 Resignation Thomas, Edward Phila Learning Academy- South Supportive Services Asst, 4 Hr 10/03/2022 Retirement Thompkins, Patricia Lea School Head Start Teacher Asst,Pkhs 06/15/2022 Retirement Thornton, Daneen Harding, Warren G. Middle Sch Special Education Assistant 01/17/2022 Retirement Timmons, Vicki Gompers, Samuel School Supportive Services Asst, 3 Hr 03/02/2022 Resignation Tokley, Octavia Washington, George High School Asst Principal 05/10/2022 Resignation Tolbert, Terrance

Masterman,Julia R. High School Teacher,Demonstration 05/02/2022 Resignation Travers, Janice Dobson, James School Special Education Assistant 06/15/2022 Retirement Trott, Joshua Central High School Teacher,Full Time 06/15/2022 Resignation Trotty, Debra Allen, Dr. Ethel School Teacher,Full Time 03/02/2022 Change date Tunstall, Lisa Washington, Martha School Teacher,Spec Education 06/15/2022 Retirement Vickers, Tyrone Printing Services Cust Supp/External Liaison 03/15/2022 Resignation Visconto, Teresa Holme, Thomas School School Counselor, 10 Months 06/15/2022 Retirement Vitale, Jonathan District Performance Office Dashboard Developer & Data Coa 03/31/2022 Resignation Washington, Darryl Catharine, Joseph W. School General Cleaner, 8 Hours 05/06/2022 Retirement

Waugh Sanders, Dorine Swenson Arts/Tech High School Teacher,Full Time 06/15/2022 Retirement Way, Steven Greenfield, Albert M. School Special Education Assistant 08/23/2021 Resignation Weakly, Gareth Meade, Gen. George G. School Teacher,Full Time 06/15/2022 Resignation Wei, Gina Constitution High School Teacher,Full Time 06/15/2022 Resignation Weiss-Cohen, Sharon Overbrook Educational Center School Counselor, 10 Months 06/15/2022 Resignation White, Mandie Munoz-Marin, Hon Luis School Teacher,Full Time 04/01/2022 Change date White, Mia Morris, Robert School Special Education Assistant 03/03/2022 Resignation White, Nicola Building 21 Teacher,Full Time 06/15/2022 Resignation Whitehead, James Heating Services Steamfit/Iron A5 05/06/2022 Retirement Widmann, Donna King, Martin Luther High Sch. Teacher,Spec Education 06/15/2022 Resignation Wilford, Lakisha Heston, Edward School Teacher,Full Time 03/04/2022 Resignation Williams, Deloris Franklin, Benjamin High

School Special Education Assistant 06/15/2022 Retirement Willis, Jennifer Fels, Samuel High School Teacher,Full Time 03/11/2022 Resignation Wise, Latwyne Office Of Specialized Services Dir, Special Ed Services 05/13/2022 Resignation Wohlgemuth, Allaire Prevention & Intervention Dir, Step Behavioral Health 05/02/2022 Resignation Wolfenson-Bannon, Ariel Feltonville Arts & Sciences Teacher,Full Time 06/15/2022 Resignation Wood, Vanessa Washington, Martha School Teacher,Spec Education 06/15/2022 Retirement Woodlin, Mervin Lincoln, Abraham High School Teacher,Full Time 06/15/2022 Resignation Wu, Die Head Start Central Office Cust Supp/External Liaison 04/22/2022 Resignation Wudarski, Allison Mitchell Elementary School Teacher,Full Time 06/15/2022 Resignation

Yann, Tida Edison, Thomas A. High School Teacher,Spec Education 06/15/2022 Resignation Zack Lopez, Marjorie Morrison, Andrew J. School Teacher,Full Time 06/15/2022 Resignation Zondek, Mary Mccall, Gen. George A. School Teacher,Full Time 06/15/2022 Retirement

Action Item - 7. Title: Contract with Corporate Cost Control, Inc. a part of Experian - Unemployment Compensation Third Party Administrator ($72,807) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: Corporate Cost Control, Inc., a part of Experian Purpose: To provide administration and management of unemployment claim processing, hearings and reporting Start date: 3/25/2022 End date: 3/31/2025 Compensation not to exceed: $72,807 Location: All work locations Renewal Options: Yes Number of Options: 2 Duration of each option to extend: Years: 1 Months: Maximum compensation authorized per option period: 110% of prior year Description: The District processed over 2,000 unemployment claims in the past year and requires a

third-party administrator to ensure accurate filing and monitoring of claims payment by the state. Corporate Cost Control, an Experian company, offers technology to reduce our in-house processing, ensure timely filing with the state, and provide enhanced audit review to ensure we only pay valid claims. Ensuring that unemployment is only paid when appropriate ensures that budget dollars are preserved for salary for staff to work toward all our goals and guardrail

initiatives. Related resolution(s)/approval(s): June 24, 2021; No. 18 October 17, 2019; No. 13 Funding Source(s): FY22 Operating Fund FY23 Operating Fund FY24 Operating Fund Office Originating Request: Talent

Action Item - 8. Title: Ratification of Contract with Conner Strong & Buckelew for Fiduciary Liability Insurance for for 403 b & 457b Savings Plans Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education ratify and authorize the execution and performance of a contract, by the Superintendent or his designee, subject to funding, as follows: With: Conner Strong & Buckelew Purpose: Fiduciary liability policy to protect the School District and its named benefit plan fiduciaries (who oversee plans that manage employees' 403(b) and 457(b) investment plans) against lawsuits by plan participants alleging a breach in fiduciary duty Start date: 2/2/2022 End date: 2/28/2023 Compensation not to exceed: $170,403 Location: All Schools; Administrative Office(s) Description: The purchase of a $15M fiduciary liability policy protects the School District and its

named benefit plan fiduciaries (who oversee plans that manage employees' 403(b) and 457(b) investment plans) against lawsuits by plan participants alleging a breach in fiduciary duty. Plans can be sued for mishandling plan management, such as selecting or failing to remove underperforming mutual funds from the plan's investment menu. Litigation trends and claims against retirement plan sponsors, which at times settle for not insignificant amounts, render the proposed policy acquisition appropriate and in the best interests of the District. Brokers for Conner Strong & Buceklew negotiated coverage from several companies to provide the $15M limit that was recommended as a minimum by District financial consultants. This contract is necessary to protect the financial interests of the District and protect those staff members who manage the investment portfolio. It is also in the District’s best interest

that voluntary retirement funds are carefully managed and the funds are protected from liability and litigation claims. Should the District be in a situation where there is litigation regarding the retirement portfolio, the insurance will be successful if it covers expenses of claims and or court costs. Our retirement plan assets are monitored and reviewed by staff from The Office of General Counsel, the Office of Special Finance, the Office of Retirement, and the Office of Employee Benefits, with consulting provided by our outside Investment Firm, Bolton Investment Advisors. This action item is submitted for ratification authorization in view of needs and timing. In order to provide proper oversight of the performance of the 403 and 457 plans offered by the

District, the District established a formal committee to be compliant with IRS regulations. The team completed a fiduciary training in January and the final step to establishing this committee was to have Fiduciary insurance in place. This level of oversight of our plans is crucial to providing the best options to our employees. The District utilized its insurance broker service to obtain quotes and was given the opportunity to lock in an appropriate policy at a reasonable rate in a rapidly evolving rate marketplace. To preserve the rate, the District could not wait until the pending Board meeting, necessitating bringing this Action Item as a ratification. Funding Source: Operating Office Originating Request: Talent

Action Item - 9. Title: Contract with Teaching and Learning Solutions ($353,275) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: Teaching and Learning Solutions Purpose: To support the review and redesign of the educator evaluation framework, processes, and implementation Start date: 3/25/2022 End date: 6/30/2025 Compensation not to exceed: $353,275 Location: All Schools; Administrative Office(s) Description: To deliver on our unwavering focus to meet the academic, social, and emotional needs of all students, the District aims to review and redesign the evaluation process for educators in the School District, in alignment with state law, to ensure an improved system of feedback,

growth, and development for our educators. Through the agreement proposed by this action item, the vendor will partner with the District to formulate a plan of action, investigate and research evaluative practices, analyze and collect relevant and applicable data from a variety of sources, and support the development of a new tool and processes in collaboration with the Educator Effectiveness and Evaluation Team. The vendor will partner with the District to engage with multiple stakeholders in meaningful inquiry, dialogue, feedback, and guidance on redesigning the current evaluation tool and processes in adherence to state law including Act 13. All Goals and Guardrails are supported through developing effective evaluation structures, processes, and guidelines that support the ongoing and sustained growth, development, and capacity of all educators. The success of this contract will be measured by the development and implementation of an educator effectiveness and evaluation tool.

Funding Source(s): FY22 Operating FY23 Operating FY24 Operating Office Originating Request: Talent

Action Item - 10. Title: Ratification of LCA with FS Solutions, Inc. - Health Services Drug Testing ($20,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education ratify and authorize the execution and performance of a contract, by the Superintendent or his designee, subject to funding, as follows: With: FS Solutions, Inc. Purpose: Provision of specimen collection, laboratory and medical review officer services; mobile or on-site testing; and necessary Department of Transportation (DOT) and non-DOT forms and specimen containers for Employee Health Services Start date: 7/1/2021 End date: 6/30/2022 Compensation not to exceed: $20,000 Description: FS Solutions, Inc. was selected to provide specimen collection, laboratory and medical review officer services; provide mobile or on-site testing; and provide Employee Health Services with all necessary Department of Transportation (DOT) and non-DOT forms and

specimen containers. These services are provided to comply with DOT guidelines, SEIU 23 BJ, 1201 Union and District substance abuse and hiring policy. This contract was initially pursued using the Limited Contract Authorization (LCA) process. Due to a transition of key staff who oversaw the LCA process and contracts for this office, there was an error in processing the standard LCA that the District engages in each year. As a result, drug testing services proceeded without approval and now requires a ratification. Office Originating Request: Talent

Action Item - 11. Title: Authorization of Education Payments to Other Educational Entities ($21,100,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to make payments pursuant to the Pennsylvania Public School Code (24 PS §§13-1302, 13-1306, 13-1306.2, and 13-1308), under which the District is responsible for payment of the educational programs for students placed each year by the Philadelphia Departments of Human Services (DHS), Community Behavioral Health (CBH), the Juvenile Justice System, or other agencies, but who remain legal residents of Philadelphia, in four categories: (i) regular education placements, (ii) special education placements in Pennsylvania, (iii) special educational placements outside of Pennsylvania, and

(iv) payments for students educated in other Pennsylvania school districts due to a Best Interest Determination, as follows: Start Date: 7/1/2022 End Date: 6/30/2023 (i.) For Regular Educational Placements To: Any Intermediate Unit, school district, or other educational entity that provides a regular educational program to students whose parents or guardians are residents of Philadelphia and who submit proper invoices for and documentation of the subject services Purpose: Payment of services for an estimated 1,000 regular education students Payment Amount: Aggregate amount not to exceed $3,000,000 Locations: Non-School District of Philadelphia facilities in Pennsylvania and out-of-state Description: An estimated 1,000 Philadelphia students in residential institutions, partial hospitalizations, unpaid foster homes, and incarceration institutions are expected to receive their regular educational programs in school districts, intermediate units, and other educational

institutions which are non-School District of Philadelphia facilities. Payments for previous years were made to Intermediate Units (Berks County, Bucks County, Chester County, Colonial, Northampton, Delaware County, Lancaster Lebanon, Luzerne County, Montgomery County, Northeastern), and School Districts (Allegheny Clarion Valley; Antietam; Bensalem Township, Bethlehem Area; Bensalem Township; Bloomsburg Area; Bradford Area; Butler Area; Centennial; Central Bucks; Central Susquehanna; Central York; Colonial; Connellsville Area; Conrad Weiser; Deer Lakes; Derry Area; Eastern York; Easton Area; Elizabethtown Area; Erie City; Franklin Area; Garnet Valley; Governor Mifflin; Grove City Area; Greater Latrobe; Hatboro Horsham; Hempfield; Jim Thorpe; Lancaster; Marple Newtown; Mars; Montour; Neshaminy; Norristown Area; Northampton Area; North Penn; Pennsbury; Pennridge; Pequea Valley; Pittsburgh; Pittston Area; Radnor; Red Lion; Rose Tree Media; Salisbury Township; Souderton

Area; South Park; Southern Lehigh; Springfield Township; Twin Valley; Upper Darby; Upper Dublin; Waynesboro Area; Western Wayne; West Chester Area; Western Wayne; Wilson; Wilson Area; Wissahickon), and Behavioral Health Treatment Centers (Belmont Behavioral Hospital, Therapeutic Center at Fox Chase, Friends Hospital, and UHS of Pennsylvania). (ii.) For Special Educational Placements, In-State To: Any Intermediate Unit, school district, or other educational entity that provides a special educational program to students whose parents or guardians are residents of Philadelphia and who submit proper invoices for and documentation of the subject services

Purpose: Payment of services for an estimated 800 special education students Payment Amount: Aggregate amount not to exceed $16,000,000 Locations: Non-School District of Philadelphia facilities in Pennsylvania Description: An estimated 800 Philadelphia students in residential institutions, partial hospitalizations, unpaid foster homes, and incarceration institutions are expected to receive their special educational programs in school districts, intermediate units, and other educational institutions which are non-School District of Philadelphia facilities. Payments for previous years were made to Intermediate Units (Bucks County, Chester County, Colonial, Northampton, Delaware County, Montgomery County, Northeastern, Northwest Tri-County), and school districts (Allegheny Clarion Valley; Antietam; Bensalem Township, Bethlehem Area; Bensalem Township; Bloomsburg Area; Bradford Area; Butler Area Centennial; Central Bucks; Central

Susquehanna; Central York; Colonial; Connellsville Area; Conrad Weiser; Deer Lakes; Derry Area; Eastern York; Easton Area; Elizabethtown Area; Erie City; Franklin Area; Garnet Valley; Governor Mifflin; Grove City Area; Greater Latrobe; Hatboro Horsham; Hempfield; Jim Thorpe; Lancaster; Marple Newtown; Mars; Montour; Neshaminy; Norristown Area; Northampton Area; North Penn; Pennsbury; Pennridge; Pequea Valley; Pittsburgh; Pittston Area; Radnor; Red Lion; Rose Tree Media; Salisbury Township; Souderton Area; South Park; Southern Lehigh; Springfield Township; Twin Valley; Upper Darby; Upper Dublin; Waynesboro Area; Western Wayne; West Chester Area; Western Wayne; Wilson; Wilson Area; Wissahickon). (iii.) For Special Educational Placements, Out-of-State To: Any out-of-state educational entity that provides a special educational program to students whose parents or guardians are residents of Philadelphia and who submit proper invoices for and documentation of the subject services

Purpose: Payment of services for an estimated 60 special education students Payment Amount: Aggregate amount not to exceed $2,000,000 Location: Non-School District of Philadelphia facilities outside of Pennsylvania Description: An estimated 60 Philadelphia students in residential institutions, partial hospitalizations, unpaid foster homes, and incarceration institutions are expected to receive their special educational programs in out of state facilities, school districts, intermediate units, and other educational institutions which are non-School District of Philadelphia facilities. This proposal addresses payment of services for an estimated 60 Out of State Special Education Students placed by non-educational entities for the 2022-2023 fiscal year including some out of state placements. Payments for previous years were made to Bancroft Neurohealth, Benchmark Behavioral Health Services, Keystone Richland Center, Legacy Treatment Services, Millcreek

of Arkansas, Sandy Pines Behavioral and Sequel of New Jersey. (iv.) For Best Interest Determinations To: Any district or other educational entity that provides a program to students whose parents or guardians are residents of Philadelphia and who submit proper invoices for and documentation of the subject services Purpose: Payment of services for an estimated 5 regular education students Payment Amount: Aggregate amount not to exceed $100,000 Location: Non-School District of Philadelphia facilities outside of Philadelphia Description: An estimated 5 Philadelphia students in other districts, expected to receive their educational program in other school districts per a Best Interest Determination. This proposal addresses payment of services for an estimated 5 estimated students for the 2022-2023 fiscal year. Office Originating Request: Finance

Action Item - 12. Title: Contracts with Various Vendors - Use of Title I, Title II, Title III and CARES Act Grants for Non-Public Schools ($40,000,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: Catapult Learning, LLC CORA Services, Inc. FACTS Education Solutions, LLC Learn It Systems, LLC Purpose: To provide Title I, Title II and Title III instruction, professional development, parental involvement and related services to non-public schools; and to provide services allowable under the federal Coronavirus Aid, Relief, and Economic Security (CARES) Act to non- public schools using the same contractors competitively selected to provide service to non- public schools under federal education Titles I, II, III and IV Start date: 7/1/2022

End date: 6/30/2023 Compensation not to exceed: $40,000,000 Separate Compensation by Vendor: All entities will be paid out of the aggregate amount not to exceed $40,000,000. Location: Non-Public School Programs Renewal Options: No Description: The School District of Philadelphia is required by federal law to provide, from its federal Title I, Title II, Title III and Title IV awards, an equitable share of services to non-public schools with Philadelphia students. The District must provide educational services directly or contract with vendors to provide these services based on the selection of a contractor by each of the non-public schools. At the request of non-public schools, the services are provided by

contractors. The District manages the contractor provision of services and regularly consults with non-public schools to ensure services are delivered effectively and efficiently. At this time, the District does not know the dollar amount of the Title I, Title II and Title III allocations to non-public schools overall, and non-public schools have not selected the contractors to provide services. The expected outcome of these contracts is improved academic performance of non-public school students. The allocation to schools and the contractors selected are subject to consultation between the District and non-public schools. To ensure approvals are secured and services begin immediately after June 30, 2022, an aggregate amount is listed for payments to all contractors with final, specific allocations to be made for each contractor when amounts are determined. Funding Source(s): FY23 Federal Categorical Office Originating Request: Finance

Action Item - 13. Title: Authorization of Increased Outside Counsel Fees for FY22 ($950,000) and to Extend Authorization for FY23 ($5,000,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the General Counsel or her designee, to (i) increase payments in Fiscal Year 2022 made for outside legal services to previously approved firms and an additional firm, and (ii) extend authorization for an additional year, subject to funding, as follows: Payments to: Ahmad & Zaffarese, LLC Archer & Greiner, P.C. Assigned Counsel Incorporated The Axelrod Firm, PC Baker Botts LLP Ballard Spahr LLP Bazelon Less & Feldman, P.C. Bennett, Bricklin & Saltzburg, LLC Brustein & Manasevit, PLLC Charles F. Forer Alternative Dispute Resolution Services Company Counsel LLC Cozen O'Conner P.C. Dilworth Paxson LLP Eckert Seamans Cherin & Mellott, LLC

Fineman, Krekstein and Harris, P.C. Fox Rothschild LLP Goldberg, Miller, & Rubin, P.C. Greenberg Traurig, LLP (additional firm) Griesing Law, LLC Hangley Aronchick Segal Pudlin & Schiller King, Spry, Herman, Freund & Faul, LLC Kolber & Randazzo, P.C. Landau, Hess, Simon, & Choi Levin Legal Group, P.C. Manko, Gold, Katcher & Fox LLP Marshall Dennehey Warner Coleman & Goggin McNichol, Byrne, & Matlawski., P.C. Montgomery, McCracken Walker & Rhoads, LLP Pietragallo Gordon Alfano Bosick & Raspanti, LLP Rudolph Garcia, Attorney at Law Schnader Harrison Segal & Lewis, LLP Sweet Stevens Katz & Williams, LLP The Law Office of Benjamin N. Gialloreto

Troutman Pepper Hamilton Sanders LLP Turner Law, P.C. Welsh & Recker P.C. Wilson Elser, Moskowitz, Edelman & Dicker LLP Wisler Pearlstine, LLP Purpose: Increased authorization for outside counsel legal fees and costs in FY22, and extension of authorization to engage and pay outside counsel in FY23 Fiscal Year 2022 Start date for FY22 increase: 3/25/2022 End date for FY22 increase: 6/30/2022 Original compensation for FY22 not to exceed: $4,250,000 for FY22, with all entities to be paid out of the total aggregate amount Additional compensation for FY22 not to exceed: $950,000 New total FY22 compensation not to exceed: All entities will be paid from the FY22 new aggregate amount of $5,200,000. Fiscal Year 2023 Start date for FY23 authorization: 7/1/2022 End date for FY23 authorization: 6/30/2023 Compensation for FY23 not to exceed: $5,000,000, with all entities to be paid out of the FY23 total aggregate amount. Location(s): Administrative Offices Description:

The Office of General Counsel (OGC) attempts to handle as many matters in-house as possible and to reduce reliance and expenditures on outside counsel. OGC accordingly retains outside counsel on an as-needed basis to represent the Board of Education, The School District of Philadelphia, its present and former employees, and present and former members of the Board of Education and the School Reform Commission. The types of matters and extent of needed outside legal services fluctuate and are not susceptible of precise estimation. Outside legal services are retained to provide or assist in providing legal services in various matters based on, among other things, expertise, complexity, and resource capacity and technology capabilities. No firm or lawyer is entitled to receive any District legal work. OGC seeks reduced hourly rates, with firms often significantly reducing their billing rates for District matters, or under alternative, flat, and capped fee arrangements,

and through pro bono representation in some instances.

In June 2019, the Board authorized OGC to spend $4,250,000 per year for FY20-FY22 on outside legal services following a Request for Qualifications (RFQ) in 2019. In March 2021, the Board authorized an increase to $5,750,000 for FY21, of which OGC spent under $5,500,000. For FY22, OGC is again projecting an annualized need to spend more in fees and costs than the previously authorized amount for various reasons, such as need for specific expertise in highly technical and regulated areas, document-intensive matter support, medical and maternity leaves, vacancies, and hiring challenges notwithstanding concerted efforts to fill all vacancies. Those vacancies have accounted for salary and benefits savings in OGC of approximately $600,000 in FY22. Based on forecasting for the remainder of this year and next year, this action item seeks authorization to raise spending for outside legal support in FY22 from $4,250,000 to $5,200,000, and to extend OGC’s authority to retain the

above-named firms and pay legal fees and costs of up to $5,000,000 in FY23. OGC plans to do a new RFQ for outside legal services during early 2024. Related Action Items: June 27, 2019; No. 23 November 21, 2019; No. 10 January 30, 2020; No. 21 February 27, 2020; No. 51 August 20, 2020; No. 10 March 25, 2021; No. 19 Funding Source(s): Operating Office Originating Request: General Counsel

Action Item - 14. Title: Change Orders With Various Vendors ($551,178) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform amendments of contracts to account for change order modifications to on-going construction projects at various locations, as follows: With: Eagle Mechanical, Inc. Ernest Bock & Sons, Inc. Madden Electric Associates, Inc PT Mechanical Group, LLC Mulhern Electric Company, Inc. TE Construction Services, LLC C.A.D. Electric, Inc. Chadwick Service Company Edward J. Meloney, Inc. Five Star, Inc. The Bedwell Company Allstates Mechanical, Ltd. Dolan Mechanical, Inc. Lex Electric Company, Inc. McGoldrick Electric Inc. Purpose: To pay additional amounts necessitated by change orders for ongoing construction projects Start Date: 3/25/22

End Date: Through completion dates for previously approved contracts Compensation not to exceed: $551,178 Separate Compensation by Vendor and Locations: Eagle Mechanical, Inc. - Plumbing Contract - Major Renovation and Addition at Allen, Ethan Elementary School; $6,412 PT Mechanical Group, LLC - Mechanical Contract - New Cafeteria at Blankenburg, Rudolph Elementary School; $1,679 Mulhern Electric Company, Inc. - Electrical Contract - Classroom Modernization at Cramp, William Elementary School; $5,413 Edward J. Meloney, Inc. - Mechanical Contract - Air Conditioning Upgrade at Northeast High School; $28,880 Five Star, Inc. - Plumbing Contract - Major Renovation Phase 2 at Pratt, Anna B. Elementary School; $7,156

The Bedwell Company - General Contract - Major Renovation Phase 2 at Pratt, Anna B. Elementary School; $95,094 Chadwick Service Company - Plumbing Contract - Major Renovation at Rhoads, James Elementary School; $2,050 Lex Electric Company, Inc. - Electrical Contract - Major Renovation and Addition at Richmond Elementary School; $56,693 Ernest Bock & Sons, Inc. - General Contract - Building Addition and Classroom Modification at Allen, Ethan Elementary School; $136,725 Madden Electric Associates, Inc. - Electrical Contract - New Cafeteria at Blankenburg, Rudolph Elementary School; $3,903 TE Construction Services, LLC - General Contract - Classroom Modernization at Cramp, William Elementary School; $5,415 C.A.D. Electric, Inc. - Electrical Contract - Major Renovation at Dobbins, Murrell Area Vocational Technical High School; $18,054 PT Mechanical Group, LLC - Mechanical Contract - HVAC Major Renovation at Hartranft, John F. Elementary School; $49,606

Chadwick Service Company - Plumbing Contract - Plumbing Renovation Work at Morrison, Andrew J. Elementary School; $3,562 TE Construction Services, LLC - General Contract - Mechanical Plant Replacement at Pennell, Joseph Elementary School; $13,376 Allstates Mechanical, Ltd. - Mechanical Contract - Major Renovation at Rhoads, James Elementary School; $9,548 Dolan Mechanical, Inc. - Plumbing Contract - Major Renovation and Addition at Richmond Elementary School; $19,000 Ernest Bock & Sons, Inc. - General Contract - New Construction at Solis-Cohen, Solomon Elementary School; $70,824 McGoldrick Electric Inc. - Electrical Contract - New Construction at Solis-Cohen, Solomon Elementary School; $11,720 TE Construction Services, LLC - General Contract - Elevator Replacement at Webster, John H. Elementary School; $6,068 Description: This action item is to approve modifications to active construction contracts for new

construction, major renovations, and life cycle replacement projects approved in the Capital Budget. The change order process addresses modifications to contracts for work that is added, deleted, or otherwise modified from the original project design and scope of work. Change orders occur due to design errors, design omissions, unforeseen conditions, and requests from the District to ensure completeness of the project. The Office of Capital Programs reviews, negotiates, and approves change orders subject to Board approval so that construction work is not interrupted due to change orders. Goals and Guardrails: Guardrail 1: Welcoming and Supportive Schools - Every school will be a safe, welcoming, and healthy place where our students, staff and community want to be and learn each day. Funding Source: FY 22 Capital Budget Related resolutions(s)/approval(s): August 20, 2020; Nos. 11 and 12 April 22, 2021; Nos. 16-18

June 24, 2021; No. 30 January 28, 2021; No. 11 January 30, 2020; No. 24 February 16, 2017; No. 20 May 27, 2021; No. 32 March 25, 2021; No. 20 October 18, 2018; No. 7 Office Originating Request: Operations - Capital Programs ATTACHMENTS: Description Type Change Order Analysis 3.24.22 Supporting Document

Amount # of CO's $164,410 17 $22,659 8 $243,814 16 $120,295 17 $0 0 $551,178 58 (Details Below) Unforeseen Conditions Other Total OFFICE OF CAPITAL PROGRAMS-CONTRACT COMPLIANCE Analysis of the Change Orders Approved from March 24, 2022 Reason for Change Order Design Error Design Omission Revisions or additions in scope requested by the School District $164,410 $22,659 $243,814 $120,295 $0 $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 Design Error Design Omission Revisions or additions in scope requested by the School District Unforeseen Conditions Other Change Order Reasons by Value 17 8 16 17 0 0 5 10 15 20 Design Error Design Omission Revisions or additions in scope requested by the School District Unforeseen Conditions Other Change Order Reasons by Count

CO Number Contractor Location Type Of Work Description of Change Explanation Reason Board Date Requested Negotiated Savings 18 Eagle Mechanical, Inc. Allen, Ethan Elementary School Plumbing Contract - Major Renovation and Addition Provide labor, material and equipment necessary to demolish the existing toilet and sink in toilet room (#7). Provide new domestic water rough in, new sanitary rough in and a new mop sink. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. The space is being repurposed as a utility space, due to nineteen (19) inch elevation change. Design Error (s) 3/24/2022 Thursday $6,412.00 $6,412.00 $0.00 13 Ernest Bock & Sons, Inc. Allen, Ethan Elementary School General Contract - Building Addition and Classroom Modefication Provide labor, material and equipment necessary to form and pour twenty three (23)

linear feet of concrete wall and ten and a half (10.5) linear foot of concrete curb wall at south side, at cafe ramp. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Modifications were required for the existing door operation and to permit access of the electrical closet. Design Error (s) 3/24/2022 Thursday $14,627.00 $10,652.00 $3,975.00 14 Ernest Bock & Sons, Inc. Allen, Ethan Elementary School General Contract - Building Addition and Classroom Modefication Provide labor, material and equipment necessary to furnish and install T-1 tile in lieu of the specified ceramic wall tile (CWT) in Corridor 'C' of the first, second and third floors. Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance

policy. The revised tile size and color selection, resulted in an increased cost. Design Omission (s) 3/24/2022 Thursday $4,689.00 $4,689.00 $0.00 15 Ernest Bock & Sons, Inc. Allen, Ethan Elementary School General Contract - Building Addition and Classroom Modefication Provide labor, material and equipment necessary to increase the fire proofing from the specified one (1) hour to two (2) hours, between the elevator machine room and the corridor. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. This was necessary to meet code requirements. Design Error (s) 3/24/2022 Thursday $9,425.00 $8,640.00 $785.00 16 Ernest Bock & Sons, Inc. Allen, Ethan Elementary School General Contract - Building Addition and Classroom Modefication Provide labor, material and equipment necessary to replace 4" x 4" broken, cracked or

missing ceramic wall tile (CWT) at several locations in the kitchen. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Renovation work was required at the chase wall, however repair and replacement of existing ceramic tile was not included in the scope of work. Design Error (s) 3/24/2022 Thursday $3,055.00 $3,055.00 $0.00 17 Ernest Bock & Sons, Inc. Allen, Ethan Elementary School General Contract - Building Addition and Classroom Modefication Provide the labor, material and equipment necessary to furnish and install a newer type of Tectum ceiling panels on the gymnasium ceilings and walls. Provide an acoustical sound barrier using drywall ceiling grid and panels in rooms 307, 308 and 311. School District Request, upgrade and provide additional panels to increase sound barrier

requirements, essential for the LEED grant. Requested by School District 3/24/2022 Thursday $111,489.00 $109,689.00 $1,800.00 2 Madden Electric Associates, Inc Blankenburg, Rudolph Elementary School Electrical Contract - New Cafeteria Provide labor, material and equipment necessary to furnish and install one one (1) 20amp dedicated elwctrical circuit for the air handling unit (AHU) control panels. Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Electrical circuit was required to provide power to operate the air handling unit. Design Omission (s) 3/24/2022 Thursday $641.00 $641.00 $0.00 3 Madden Electric Associates, Inc Blankenburg, Rudolph Elementary School Electrical Contract - New Cafeteria Provide labor, material and equipment necessary to furnish and install 3/4" rigid conduit,

THHN wire and all necessary fittings for the new hot water heater circulating pump, to be wired back to electrical panel BP in the boiler room. Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Electrical circuit was required to provide power to operate the new hot water heater. Design Omission (s) 3/24/2022 Thursday $3,262.00 $3,262.00 $0.00 1 PT Mechanical Group, LLC Blankenburg, Rudolph Elementary School Mechanical Contract - New Cafeteria Provide labor, material and equipment necessary to relocate existing steam condensate line on east wall. Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Relocation of the condensate line was required to accommodate new kitchen equipment.

Design Omission (s) 3/24/2022 Thursday $1,906.00 $1,679.00 $227.00 1 Mulhern Electric Company, Inc. Cramp, William Elementary School Electrical Contract - Classroom Modernization Provide the labor, material, and equipment necessary to lay-out wall and glue boxes, so the abatement team can drill holes into asbestos containing material (ACM) paint. Additional work implemented at the request of the school district to facilitate the coordination of ongoing abatement activities. This occurrance was based on the existing presence of asbestos/lead paint. Requested by School District 3/24/2022 Thursday $3,150.00 $3,070.00 $80.00 2 Mulhern Electric Company, Inc. Cramp, William Elementary School Electrical Contract - Classroom Modernization Provide the labor, material, and equipment necessary to re-install speaker and wireless access point (WAP) boxes at a lower elevation. Additional work implemented to rectify design error(s). This change order will be further

reviewed for possible recovery of costs through the professional liability insurance policy. The electrical devices had to be lowered to accommodate the reduced ceiling height. Design Error (s) 3/24/2022 Thursday $2,628.00 $2,343.00 $285.00 1 TE Construction Services, LLC Cramp, William Elementary School General Contract - Classroom Modernization Prove the labor, material, and equipment necessary to remove existing asbestos (ACM) tile in four (4) alcoves outside of the classrooms (corridor 3, 4, 6A & 6B). Additional work implemented at the request of the school district to facilitate the coordination of ongoing abatement activities. Requested by School District 3/24/2022 Thursday $2,848.00 $2,187.00 $661.00 2 TE Construction Services, LLC Cramp, William Elementary School General Contract - Classroom Modernization Provide the labor, material, and equipment necessary to core drill forty-six (46) holes above classroom doors from corridor.

Additional work implemented at the request of the school district to facilitate the coordination of ongoing abatement activities. This occurrance was based on existing presence of asbestos/lead paint. Requested by School District 3/24/2022 Thursday $3,599.00 $3,228.00 $371.00 71 C.A.D. Electric, Inc. Dobbins, Murrell Area Vocational Technical High School Electrical Contract - Major Renovation Provide the labor, material, and equipment necessary to repair fire alarm system, install light switchs, light fixtures, circuit wiring, install ceiling grid in areas throughout the facility. Additional work implemented at the request of the school district to ensure project completeness at this location. The additional electrical work was required to meet code requirements. Requested by School District 3/24/2022 Thursday $18,472.00 $18,054.00 $418.00 2 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation

Provide the labor, materials and equipment necessary to perform additional ACM removal of vinyl composition tile (VAT) and glue dots in room 214. School District Request. Abatement was required to install the new unit ventilators on the floor, instead of wall mounted. Requested by School District 3/24/2022 Thursday $2,622.00 $2,622.00 $0.00 3 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation Provide the labor, materials and equipment necessary to install additional metal end cabinets on the unit ventilators to match the new. Additional work implemented to remediate an existing unforeseen condition. New end cabinets are necessary due to deteriorated condition of the existing wood cabinets. Unforeseen Conditions 3/24/2022 Thursday $8,248.00 $8,248.00 $0.00 4 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation

Provide labor, material and equipment to provide temporary cooling units for rooms on the second (2nd) floor. Additional work implemented at the request of the school district to ensure project completeness at this location. This is for teachers return for classroom set up. Requested by School District 3/24/2022 Thursday $13,298.00 $13,298.00 $0.00 5 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation Provide the labor, materials and equipment necessary to sketch new ductwork and connect to existing system. Additional work implemented to remediate an existing unforeseen condition. Unit in library office required reconfiguration of new ductwork to connect to the existing system and complete mechanical operation. Unforeseen Conditions 3/24/2022 Thursday $1,197.00 $890.00 $307.00 6 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation

Provide the labor, materials and equipment necessary to perform insulation work and to accelerate the schedule. Additional work implemented at the request of the school district to ensure project completeness at this location. To meet the return of students and teachers before September. Requested by School District 3/24/2022 Thursday $8,235.00 $8,235.00 $0.00 7 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation Provide the labor, materials and equipment necessary to demolish, cap existing ductwork, provide sketch, fabricate, & install new supply and outside air ductwork for unit ventilator. Additional work implemented to remediate an existing unforeseen condition. Ductwork conditions were unknown until demolition, reconfiguration of new ductwork was required to properly ventilate the area. Unforeseen Conditions 3/24/2022 Thursday $6,270.00 $6,270.00 $0.00

8 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation Provide the labor, materials and equipment necessary to provide labor to demolish, sketch, fabricate, & install new supply and outside air ductwork for unit vents eleven (11) and twelve (12). School District Request. The new unit ventilators will require new supply ductwork be fabricated and installed to feed the existing diffuser. Requested by School District 3/24/2022 Thursday $8,215.00 $8,215.00 $0.00 9 PT Mechanical Group, LLC Hartranft, John F. Elementary School Mechanical Contract - HVAC Major Renovation Provide the labor, materials and equipment necessary to install new bug screen at the air handling unit (AHU) intake louvers. Additional work implemented to remediate an existing unforeseen condition. The screens are being added to eliminate insects, birds and rodents from getting into the air handler system and ductwork.

Unforeseen Conditions 3/24/2022 Thursday $2,017.00 $1,828.00 $189.00 1 Chadwick Service Company Morrison, Andrew J. Elementary School Plumbing Contract - Plumbing Renovation Work Provide the labor, material and equipment necessary to rework the existing four (4") vent line, tie into the adjacent vent, add hangers to the existing four (4") vent riser and capped the abandoned six (6") riser. Additional work implemented to remediate an existing unforeseen condition. This work was required to properly connect the new vent line into the existing line for the new bathroom fixtures. Unforeseen Conditions 3/24/2022 Thursday $3,736.00 $3,562.00 $174.00 1 Edward J. Meloney, Inc. Northeast High School Mechanical Contract - Air Conditioning Upgrade Provide labor, materials and equipment necessary to remove existing new 220 voltage air condition (AC) units and replace with new 110 voltage AC units. Additional work implemented to rectify design error(s). This change order will be further

reviewed for possible recovery of costs through the professional liability insurance policy. The air condition units had to be replaced to accommdate the existing 110 voltage electrical power. Design Error (s) 3/24/2022 Thursday $9,625.00 $9,625.00 $0.00 2 Edward J. Meloney, Inc. Northeast High School Mechanical Contract - Air Conditioning Upgrade Provide labor, materials and equipment necessary to install additional split system and related materials to provide air condition in Mail Room 107. School District Request. This is required to supply fresh air in the area for health considerations. Requested by School District 3/24/2022 Thursday $12,014.00 $12,014.00 $0.00 3 Edward J. Meloney, Inc. Northeast High School Mechanical Contract - Air Conditioning Upgrade Provide labor, materials and equipment necessary to supply temporary air condition/heat for the music room. Additional work implemented to remediate an existing unforeseen condition. This room

has no ventilation, fresh air was supplied to the area for health concerns of the students and teachers. Unforeseen Conditions 3/24/2022 Thursday $3,938.00 $3,938.00 $0.00 4 Edward J. Meloney, Inc. Northeast High School Mechanical Contract - Air Conditioning Upgrade Provide labor, material and equipment necessary to install two (2) owner furnished window A/C units in rooms 175 and 175A. This includes furnish and install aluminum frames necessary to help support the air condition (A/C) units. School District Request. Fresh air was supplied to the occupied rooms, for health concerns for students and teachers. Requested by School District 3/24/2022 Thursday $3,303.00 $3,303.00 $0.00 1 TE Construction Services, LLC Pennell, Joseph Elementary School General Contract - Mechanical Plant Replacement Provide labor, material and equipment necessary to furnish and install chain link fence surrounding PGW piping, add temporary fence panels to section off the parking area

from the schoolyard, install enclosure surrounding the dumpsters, and removal of the underground storage tank (UST). Additional work implemented to remediate an existing unforeseen condition. This work was required to secure areas, protect the equipment, and ensure safety of students, teachers and the community. Unforeseen Conditions 3/24/2022 Thursday $13,599.00 $13,376.00 $223.00 8 Five Star, Inc. Pratt, Anna B. Elementary School Plumbing Contract - Major Renovation Phase 2 Provide labor, material and equipment to Install eight (8") gas valve to the main gas line in the sub-basement. Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. A gas valve was provided to allow for a future connection without needing to shutdown the gas system. Design Omission (s) 3/24/2022 Thursday $3,423.00 $3,423.00 $0.00

9 Five Star, Inc. Pratt, Anna B. Elementary School Plumbing Contract - Major Renovation Phase 2 Provide labor, material and equipment necessary to install two (2) locking gas valves to domestic hot water heaters and one to the kitchen. Install a vented regulator to reduce pressure. Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Installation of the regulators and lock-out valves was a requirement for PGW to provide gas to the facility. Design Omission (s) 3/24/2022 Thursday $2,101.00 $2,101.00 $0.00 10 Five Star, Inc. Pratt, Anna B. Elementary School Plumbing Contract - Major Renovation Phase 2 Provide labor, material and equipment necessary to install 1/2" gas piping and valves to the existing boiler pilot light system. Additional work implemented to rectify design omission(s). This change order will be

further reviewed for possible recovery of costs through the professional liability insurance policy. Gas is required for the pilot light to operate the existing oil run boilers. Design Omission (s) 3/24/2022 Thursday $796.00 $796.00 $0.00

11 Five Star, Inc. Pratt, Anna B. Elementary School Plumbing Contract - Major Renovation Phase 2 Provide labor, material and equipment necessary to remove the specified sink and install a less deep sink of equal quality in the faculity toilet room 105A. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. The door swing hit the newly installed sink, which was replaced, so the restroom door does not hit the sink. Design Error (s) 3/24/2022 Thursday $836.00 $836.00 $0.00 6 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to remove existing transom window and partial concrete soffit at door (112). Construct a new rated masonry wall, drywall soffit and paint. Additional work implemented to remediate an existing unforeseen condition. Existing

structural conditions were inadequate, reconstruction of a masonry wall was required to properly support the area. Unforeseen Conditions 3/24/2022 Thursday $8,146.00 $7,997.00 $149.00 7 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide labor, materials and equipment necessary to remove existing bricks approximately ten feet (10') x six feet (6'). Reinstall existing and new brick in the exterior wythe using support ties. Additional work implemented to remediate an existing unforeseen condition. Reconstruction to provide structural integrity of the wall is required to install the new restroom windows. Unforeseen Conditions 3/24/2022 Thursday $10,363.00 $9,963.00 $400.00 8 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to frame and drywall patch area below sinks in Boy's toilet room (108).

Additional work implemented to remediate an existing unforeseen condition. This work was required to maintain the tile contractors schedule, avoid delays, and meet the school opening completion date. Unforeseen Conditions 3/24/2022 Thursday $2,093.00 $2,093.00 $0.00 9 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to excavate for sanitary lines at restrooms B-03 and B-04. The contractor is to repair concrete flooring upon installation of sanitary piping. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Contractor was required to excavate the existing slab to install sanitary pipe, since crawl space access was not possible. Design Error (s) 3/24/2022 Thursday $33,729.00 $33,440.00 $289.00

10 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to undercut inside footings and excavate remainder of soil under stair treads and landing and backfill. Additional work implemented to remediate an existing unforeseen condition. Removal of unsuitable soil was necessary to provide the soil compaction requirements. Unforeseen Conditions 3/24/2022 Thursday $11,439.00 $11,439.00 $0.00 11 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to work the glazing subcontractor overtime to complete the work. Additional work implemented at the request of the school district to ensure project completeness at this location. To ensure all windows would be in place when the school was occupied on August 31, 2021 Requested by School District 3/24/2022 Thursday $11,278.00 $11,278.00 $0.00

12 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to provide two (2) new floor penetrations for the vertical exhaust duct through the building. Additional work implemented to remediate an existing unforeseen condition. The two (2) new additional floor penetrations were required for the grease exhaust duct to be installed. Unforeseen Conditions 3/24/2022 Thursday $5,640.00 $5,640.00 $0.00 13 The Bedwell Company Pratt, Anna B. Elementary School General Contract - Major Renovation Phase 2 Provide the labor, material and equipment necessary to enlarge four (4) floor penetrations for new grease duct. This is for all three (3) floors and the roof. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy.

The existing floor penetrations needed to be expanded to fit the new grease duct. Design Error (s) 3/24/2022 Thursday $13,244.00 $13,244.00 $0.00 3 Allstates Mechanical, Ltd. Rhoads, James Elementary School Mechanical Contract - Major Renovation Provide labor, materials and equipment necessary to install electrical communication from gas booster pump to energy recovery unit on roof. School District Request. This will control the booster motor, decrease wear and tear, and increase the life span of the motor. Requested by School District 3/24/2022 Thursday $9,548.00 $9,548.00 $0.00 10 Chadwick Service Company Rhoads, James Elementary School Plumbing Contract - Major Renovation Provide labor, material, and equipment necessary to clean and flush out all clogged floor drain piping, before attaching new floor drains and associated piping. Additional work implemented to remediate an existing unforeseen condition. The existing

underground pipe needed to be unclogged, prior to installation of new piping for floor drains to function properly. Unforeseen Conditions 3/24/2022 Thursday $2,050.00 $2,050.00 $0.00 11 Dolan Mechanical, Inc. Richmond Elementary School Plumbing Contract - Major Renovation and Addition Provide labor, materials and equipment necessary to remove and replace four (4) water closets with four (4) new child size water closets, remove and re-install existing water closet and lavatory in Bathroom 106 with new flush valve, install water closet in Room 105, and provide new access panels. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. New smaller, child size water closets were required to accommdate the students. Design Error (s) 3/24/2022 Thursday $19,118.00 $19,000.00 $118.00

25 Lex Electric Company, Inc. Richmond Elementary School Electrical Contract - Major Renovation and Addition Provide labor, material and equipment necessary to relocate utility meter in gear room. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Relocation of the utility meter was required to meet PECO acceptance. Design Error (s) 3/24/2022 Thursday $2,031.00 $2,031.00 $0.00 26 Lex Electric Company, Inc. Richmond Elementary School Electrical Contract - Major Renovation and Addition Provide labor, material and equipment necessary to relocate safety switch and variable frequency drives. Additional work implemented to remediate an existing unforeseen condition. Factory installed variable frequency drives and safety switch was relocated for accessibility within the area. Unforeseen Conditions 3/24/2022 Thursday $4,366.00 $4,366.00 $0.00

27 Lex Electric Company, Inc. Richmond Elementary School Electrical Contract - Major Renovation and Addition Provide labor, material and equipment necessary to install grounding of gas meter enclosure fencing. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. Grounding of the gas meter fence enslosure is required by code and safety issue. Design Error (s) 3/24/2022 Thursday $4,302.00 $4,302.00 $0.00 28 Lex Electric Company, Inc. Richmond Elementary School Electrical Contract - Major Renovation and Addition Provide labor, material and equipment necessary to retrofit classroom 309 computer lab based on furniture layout. Add six (6) dedicated 120 volt power circuits, terminate at panel, and rework telephone and data cables to new locations. Additional work implemented to rectify design error(s). This change order will be further

reviewed for possible recovery of costs through the professional liability insurance policy. The additional electrical requirements were necessary to conform to the new furniture layout. Design Error (s) 3/24/2022 Thursday $14,711.00 $14,711.00 $0.00 29 Lex Electric Company, Inc. Richmond Elementary School Electrical Contract - Major Renovation and Addition Provide labor, material and equipment necessary to install four (4) dedicated circuits to electrical panel. Additional work implemented to remediate an existing unforeseen condition. The existing electrical wiring for the lighting circuits to be removed, were connected to other areas, which will still require power. Unforeseen Conditions 3/24/2022 Thursday $10,562.00 $10,562.00 $0.00 30 Lex Electric Company, Inc. Richmond Elementary School Electrical Contract - Major Renovation and Addition Provide labor, material and equipment necessary to install new lighting control system and associated conduit.

Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. The lighting control system was required to be compatible with the low bay light fixture operation. Design Error (s) 3/24/2022 Thursday $20,721.00 $20,721.00 $0.00 101 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide the labor, material and equipment necessary to provide mandated COVID cleaning services. Additional work implemented to remediate an existing unforeseen condition. Provide Government mandated COVID cleaning services at site for the week of Nov.30, 2020 thru Dec.4, 2020. Unforeseen Conditions 3/24/2022 Thursday $4,207.00 $4,207.00 $0.00 102 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide labor, material and equipment necessary to remove specified four (4') foot wide

concrete walkway and replace with an eight (8') foot wide concrete walkway and fill in any contour spaces at the main entrance gates. Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. The eight (8) foot wide concrete walkway was necessary to agree with the width of the new eight (8) foot main gate. Design Error (s) 3/24/2022 Thursday $7,030.00 $7,030.00 $0.00 104 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide labor, material and equipment necessary to extend the three hundred (300) amp feed from new modular trailers to four (4) existing trailers. School District Request. The electrical service was necessary to provide power to the trailers and increase classroom space. Requested by School District 3/24/2022 Thursday $22,447.00 $20,195.00 $2,252.00

105 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide labor, material and equipment necessary to supply twenty-eight (28) days of mandated COVID cleaning services. Additional work implemented to remediate an existing unforeseen condition. Provide Government mandated COVID cleaning services at the site, as required. Unforeseen Conditions 3/24/2022 Thursday $24,138.00 $23,866.00 $272.00 107 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide labor, material and equipment necessary to increase the amount of staff mailboxes from the current twenty-four (24) to eighty (80). Additional work implemented to rectify design error(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. This was required to meet the current number of teachers at the facility.

Design Error (s) 3/24/2022 Thursday $8,552.00 $7,811.00 $741.00 108 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide labor, material and equipment necessary to furnish additional cleaning services at the facility. Additional work implemented at the request of the school district to ensure project completeness at this location. To prepare for the ribbon cutting ceremony on November 10, 2021. Requested by School District 3/24/2022 Thursday $7,989.00 $7,158.00 $831.00 109 Ernest Bock & Sons, Inc. Solis-Cohen, Solomon Elementary School General Contract - New Construction Provide labor, material and equipment necessary to reconfigure the ceilings on the second floor 'B' and main office area, using five (5) curvature clouds in lieu of the specified metal soffits. Additional work implemented to rectify design error(s). This change order will be further

reviewed for possible recovery of costs through the professional liability insurance policy. The new cloud ceilings had to be reconfigured in order to fit the designated areas. Design Error (s) 3/24/2022 Thursday $1,929.00 $557.00 $1,372.00 31 McGoldrick Electric Inc. Solis-Cohen, Solomon Elementary School Electrical Contract - New Construction Provide labor, material and equipment necessary to supply additional manpower to oversee the building 'air tightness' test for the Commissioning agent. Additional work implemented at the request of the school district to ensure project completeness at this location. Requested by School District 3/24/2022 Thursday $12,611.00 $11,720.00 $891.00 1 TE Construction Services, LLC Webster, John H. Elementary School General Contract - Elevator Replacement Provide labor, material and equipment necessary to furnish and install a new module, relays and brackets required to program the existing fire alarm panel.

Additional work implemented to rectify design omission(s). This change order will be further reviewed for possible recovery of costs through the professional liability insurance policy. The additional work was required so the existing fire alarm system will be compatible with the new smoke detectors that are part of this elevator contract. Design Omission (s) 3/24/2022 Thursday $6,388.00 $6,068.00 $320.00

Action Item - 15. Title: Contract with Institute for the Development of African American Youth, Inc. for Safe Path School and Community Safety Corridor Program Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: Institute for the Development of African American Youth, Inc. (IDAAY) Purpose: Safe Path Safety Corridor Program to support school and community safety and outreach in identified high needs school corridors Start date: 3/28/2022 End date: 6/30/2023 Compensation not to exceed: $505,819 Location: Schools and surrounding areas to: Motivation High School, Sayre High School, Roxborough High School, Lincoln High School, Edison High School, Northeast High School, and Bartram High School Renewal Options: Yes Number of Options: 2

Duration of each option to extend: Years: 1 Months: Maximum compensation authorized per option period: $368,695 Description: The School District of Philadelphia Office of School Safety is leading the development and administration of a Safe Path school and community safety corridor program. The Safe Path program will provide extra supervision to support student safety during school dismissal. A contract is needed to establish a partnership with a community-based organization to hire Safe

Path staff. The Institute for the Development of African American Youth, Inc. (IDAAY) is recommended as the contract partner for the initiation of the Safe Path program. The program and the IDAAY contract will be measured based on the ability to meet the following targeted outcomes in areas where the program is active: Reduction of serious incidents Improved attendance Increased perceptions of safety The Safe Path program directly supports Guardrail 1: Welcoming and Supportive Schools, supporting school and community safety, and emphasizing positive student and community engagement. Funding Source(s): FY22, FY23, FY24 Grant funds Office Originating Request: Operations - School Safety

Action Item - 16. Title: Contracts with Various Vendors for Electrical Repairs and Service ($6,500,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: C.A.D. Electric, Inc. Lex Electric, Inc. Carr and Duff Electric, Inc. Purpose: On-call electrical repairs and maintenance Start date: 3/25/2022 End date: 2/28/2025 Compensation not to exceed: $6,500,000 Separate Compensation by Vendor: All entities will be paid out of the aggregate amount not to exceed $6,500,000. Location: All Schools Renewal Options: Yes Number of Options: 2 Duration of each option to extend: Years: 1 Months: Maximum compensation authorized per option period: $2,000,000 Description: The Department of Maintenance Services has identified a need for on-call electrical repair

and maintenance services. These contracts are needed to provide electrical repairs and service, including replacement of aging circuit systems and wiring, whole electrical system

upgrades for window AC unit installations, and repairs of faulty wiring. Given the age of District buildings, these repairs are vital to keeping school environments conducive to learning. These contracts are being entered into following a low-dollar bid process, which is required under School Code Section 751 for repairs to school buildings, including electrical repairs. This contract helps meet the Operations division's goal of providing safe, clean and warm learning environments for students. The contractors will be evaluated based on the quality of work, adherence to pricing, and responsiveness. This work has been performed in the past under previously awarded contracts. The Maintenance Department will oversee the performance of work under these contracts. Funding Source(s): FY22 Operating FY23 Operating FY24 Operating FY25 Operating Office Originating Request: Operations - Procurement

Action Item - 17. Title: Contract with School Specialty Inc.and MeTEOR Education - Classroom Improvements-Early Literacy Initiative ($3,535,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: School Specialty, Inc. MeTEOR Education Purpose: Procurement of furniture and equipment for classroom improvement projects supporting the District's early literacy initiative Start date: 3/25/2022 End date: 12/31/2022 Compensation not to exceed: $3,535,000 Location: Catharine, Joseph W. School; McDaniel, Delaplaine School; Patterson, John M. School; Kearny, General Philip School; Kelley, William D. School; Washington, Martha School; Franklin, Benjamin Elementary School; Hopkinson, Francis School; Lawton, Henry W. School Renewal Options: No Description:

The approved and adopted FY22 Capital Improvement Plan (CIP) includes funding for classroom improvements at nine (9) schools identified as a part of the District's Early Literacy Initiative. The Office of Capital Programs works in collaboration with the Office of Early Education to select schools for the annual modernization projects. Schools are prioritized for participation based upon three main variables: (1) low reading proficiency levels as measured by 3rd grade PSSA-ELA scores; (2) effective implementation of the comprehensive early literacy framework; and (3) condition/readiness of facilities for modernization. The project budget includes the purchase of new furniture and equipment. The new furniture will support modern teaching and learning centers such as listening, writing and reading centers, and small group and large group instruction. Furniture will be procured

from vendors who are a part of the PA Commonwealth Cooperative Program. By using the identified vendors, we are guaranteed the lowest, most competitive price. The Office of Capital Programs will establish a delivery deadline for all spaces to be furnished in time for the opening of the new school year. This work is in support of the Operations goal to provide, safe and healthy learning environments for all students. Goals and Guardrails Goals 1 and 2: Every student reads on or above grade level. Guardrail 1: Welcoming and Supportive Schools - Every school will be safe, welcoming and healthy place where our students, staff and community want to be and learn each day. Funding Source(s): Capital Budget FY22 Office Originating Request: Operations - Capital Programs

Action Item - 18. Title: Contract with MeTEOR Educaton for Furniture and Equipment at Mary M Bethune Elementary School ($1,400,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: MeTEOR Education Purpose: Purchase furniture and equipment for major renovation the Mary M. Bethune Elementary School Start date: 3/25/2022 End date: 12/31/2023 Compensation not to exceed: $1,400,000 Location: Bethune, Mary M. School Renewal Options: No Description: The adopted Capital Improvement Plan (CIP) includes the major renovation at the Mary M. Bethune Elementary School. The project budget includes the purchase of new furniture and equipment for classrooms (regular and special education), small group instruction spaces,

computer/technology, instructional material center (IMC), and cafeteria spaces. Furniture will be procured from vendors who are a part of the PA Commonwealth Cooperative Programs. By using the identified vendor we are guaranteed the lowest, most competitive price. The Office of Capital Programs has established delivery dates for all spaces to be furnished in a timely manner. By using the identified vendors, the School District is guaranteed the completion of each construction phase; the first phase will begin July, 2022. This work is in support of the Operations goal to provide safe and healthy learning environments for all students. Goal and Guardrails Guardrail 1; Welcoming and Supportive Schools - Every school will be safe, welcoming and healthy place where our students, staff and community want to be and learn each day.

Funding Source(s): FY22 Capital Budget Office Originating Request: Operations - Capital Programs

Action Item - 19. Title: Authorization to Enter into Agreements and Leases with the Philadelphia Authority for Industrial Development (PAID) to Fund, Contract and Sublease with one or more Developers or Construction Managers for the Development, Construction and Equipping of one or more Capital Projects for the School District ($145,000,000) - Added 3.3.2022 (Updated 3.22.2022) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform agreements with the Philadelphia Authority for Industrial Development, including without limitation, intergovernmental cooperation agreements, purchase of assets agreements, leases and/or licenses, subject to funding, as follows: With: Philadelphia Authority for Industrial Development (PAID) Purpose: Intergovernmental cooperation agreements, purchase of assets agreements,

leases and/or licenses with PAID in order to develop, construct and equip certain capital projects of the School District and the negotiation and preparation of any and all papers and documents and all filings, submissions or other actions by or on behalf of the School District necessary or appropriate for the development, construction, and equipping of one or more capital projects for the School District Start date: 3/25/2022 End date: 6/30/2025 Costs of projects not to exceed: $145,000,000, inclusive of administrative services fees to PAID for all three projects that will not exceed one percent (1%) of total compensation paid to project developers or project construction managers, based upon a percentage of work completed, i.e., a maximum aggregate of $1,450,000. The $1,450,000 is not a flat fee nor is it paid at the outset of the project. The District will pay administrative services fees to PAID as the projects progress. The $1,450,000 amount is

an aggregate for all three projects, not a per project amount, and constitutes a cap that may not be reached. Location(s): Alternative Middle Years (AMY) at James Martin Cassidy, Lewis C. Academics Plus School Holme, Thomas School Description: The structure proposed in this action item is comprised of three school building projects to be developed with the help of PAID. The three projects recommended for an intergovernmental cooperation agreement with PAID are included in the approved FY22 capital budget or the Five Year Capital Improvement Program. The partnership with PAID is expected to provide additional oversight and assistance to the District, with the anticipated outcome of new school building constructed at reasonable cost, with greater efficiencies, and on time completion. The partnership with PAID aligns with the requirements around the funding stream for

these projects. The School District was awarded federal ESSER grant funds, of $145,000,000, to be spent on projects that would enhance the health and safety of students. By regulation or law, all ESSER funds must be obligated by September 30, 2024. For the District to use the ESSER funds for construction projects on District property, the District must be the owner of or have at least 50 years’ possession of the property(ies) where the funds would be spent. Given the aggressive grant timeframe, carrying out the three projects using a traditional Design-Bid-Build model is not feasible. And because the District must own or have at least 50 years’ possession of the buildings to be eligible to use for the funding, a turn-key structure, whereby the District would convey property to a developer, is not technically viable. On the other hand, a structure involving PAID (managed by PIDC), would enable the District to

lease properties to PAID, with PAID in turn subleasing the properties to a Developer or “CM at Risk” (collectively “developers”) for the design and construction of the school projects on a timeline that complies with the grant’s terms, while maintaining the District as the property owner. The Pennsylvania Department of Education, which administers the federal ESSER grant funding, has indicated they will approve use of the ESSER funds under this structure for the three enumerated projects. Each of the new school buildings will be constructed on the same parcel on which it currently exists. Students attending each of the schools will be relocated before demolition of existing structures begins and after construction is completed. All of these projects should be completed, with students returned, by School Year 2024- 2025. The AMY at James Martin and Thomas Holme projects will be carried out by a developer. The developer will provide design services, inclusive of planning, design

and construction, while the Cassidy school project will be constructed by a CM at Risk given the stage of the project, as further described below. The Projects Alternative Middle Years at James Martin, located at 3350 Richmond Street, Philadelphia, PA 19134, serves 550 6th-8th grade students. The AMY at James Martin school project was approved for capital improvement and included in the adopted Capital Improvement Plan for FY21. This project is currently in the planning stage. Because the program of requirement is under development, using a developer is the appropriate structure. The scope of work for this project includes educational planning, design, building construction, site work including stormwater management systems, casework, furnishing, fixtures, equipment, communications, and security. The developer will be required to comply with the District’s Educational Specifications, Design Guidelines, Technical Specifications, and program of requirement that are in

place. This will set the standard of quality, size, and layout with which the developer must comply. The new building is being designed to serve approximately 550 6th-8th grade students in a, most likely, three-story, approximately 77,900 square foot space. The new school design will include 15 classrooms, three small group instruction rooms, an instructional media center, spaces for art and music, three science labs, a discovery commons, a gymnatorium, a cafeteria, and a full service kitchen. The school leadership, students, and parents will be engaged throughout the design and construction processes to provide input on public spaces on a quarterly basis. Lewis C. Cassidy Academics Plus School, located at 6523 Lansdowne Avenue, Philadelphia, PA 19151, serves 600 children in Pre-K through 8th grade. The Cassidy school project was approved for capital improvement and included in the adopted Capital Improvement Plan for FY19, and the Office of Capital Programs retained

Ewing Cole, Inc. to provide professional architectural services pursuant to Board authorization given on June 25, 2020. The project is currently in the design phase under the direction of JMT, the District’s Project Management firm, in conjunction with the Office of Capital Programs (OCP). The design is approximately ninety percent complete, including the program of requirement, standard of quality, defined systems and specifications. Therefore, a CM at Risk structure is appropriate and planned as part of the transactions with PAID. The scope of work for this project includes building construction, site work including stormwater management systems, casework, furnishing, fixtures, equipment, communications, and security. The newly constructed building will have a projected enrollment of 600 students. As being planned, the building will be three stories, with approximately 83,000 square feet. The new school

design will include 27 classrooms, four small group instruction rooms, an instructional media center, spaces for art, music and science, a maker space, a gymnatorium, a cafeteria, and a full service kitchen. The school leadership, students, and parents have been engaged throughout the design process and provided input on murals, playground, community spaces and the general appearance of the school. These community meetings have been occurring on a quarterly basis during design and are expected to continue throughout the construction phase. Thomas Holme School, located at 9125 Academy Road, Philadelphia, PA 19114, serves 950 Pre-K through 8th grade students. The Holme school project was approved for capital improvement and included in the adopted Capital Improvement Plan for FY20. This project is currently in the planning stage. Because the program of requirement is under development, using a developer is the appropriate structure. The

scope of work for this project includes educational planning, design, building construction, site work including stormwater management systems, casework, furnishing, fixtures, equipment, communications, and security. The developer will be required to comply with the District’s Educational Specifications, Design Guidelines, Technical Specifications, and program of requirement that are in place. This will set the standard of quality, size, and layout with which the developer must comply. The new building will most likely be three-stories, serving approximately 950 Pre-K through 8th grade students, in an approximately 113,850 square foot space. The new school design will include 35 classrooms, three small group instruction rooms, an instructional media center, spaces for art, music, and science, a dance studio, a discovery commons, a gymnatorium, a cafeteria, and a full service kitchen. The school leadership, students, and parents will be engaged throughout the design and

construction processes to provide input on public spaces on a quarterly basis. School District Oversight OCP has developed the Design Guidelines, Educational Specifications, and Technical Specifications to ensure high quality construction that is responsive to the academic needs of our students. All three projects will be required to meet the School District's Program of Requirements, Design Guidelines and Technical Specifications, and Educational and Technical Specifications. The specifications include risk mitigation requirements to protect the District, such as payment and performance bond requirements, insurance requirements, and contingencies requirements. The School District, with PAID’s assistance, will participate in vendor selection for design and construction through a Request for Proposal (RFP) process. PAID will issue the RFP, which will incorporate and be consistent with School contracting goals and provisions,

including MWBE goals. The District will have responsibility with respect to the RFP, reviewing proposals, contract negotiations and preparation (in collaboration with PAID,

who will award the contracts), construction design approval/management, construction management and inspection, project controls/cost estimates, reviewing and approving invoices and payment, training, regular monitoring that the project is adhering to established standards, schedules and budgets, project close-out, and lease termination. (Additional information below.) Services to be Rendered by PAID As referenced above, the District will be paying a not-to-exceed capped fee to PAID. PAID will be collaborating with the District on the projects and providing a range of specific services. These include (i) executing and delivering leases with the School District and subleases with the developers; (ii) working with the District to create an RFP for developers of the respective construction projects that is mutually agreeable to the School District and PAID; issuing the RFP on behalf of the School District; (iii)

participating as a member of the developer selection committee established by the School District and appointing each developer at the School District’s direction; (iv) participating with the School District in the negotiation of agreements and contracts with developers and the subleases with the developers (“Developer Agreements”), and executing and delivering all Developer Agreements; and (v) managing the invoice process with developers. Developers will be required to submit invoices and necessary supporting documentation to PAID.PAID will review the invoices to ensure the invoices and accompanying back-up information are complete, and will submit a copy of the invoice with a requisition form to the School District.Upon receipt from the School District of written authorization and funds to pay the invoice, PAID will pay the developers. Transaction Structure Benefits PAID has significant experience with large scale construction programs for the City of

Philadelphia and City-related authorities, and PDE has approved use of the federal funds for these projects. This structure moreover will result in several efficiencies and cost savings and, fits with the time constraints relating to the expenditure of the federal grant funds being used to fund construction of the projects (which must be spent by September 2024). Furthermore, while no construction project is risk free regardless of how it is structured, certain assurances protecting the District will be embedded in the contract documents, and the District will be assuming no greater risk than is inherent in any of our construction contracts. The contracts PAID will enter into with the developers will require the developers to deliver the project for the cost of the work, but for no greater than a guaranteed maximum price. In this way, the risk of cost overruns shifts away from the District. The risk of overruns if the guaranteed maximum price is exceeded will

contractually be borne by the developers. In addition, it is expected that the contracts will include liquidated damages and indemnification provisions. The School District will also mitigate risks in connection with these construction projects by reviewing the financials of the selected developers, and requiring warranties for the work performed and payment and performance bonds that are legally required on all District construction projects. The District will maintain input and oversight for the project. The District’s in-house team of architects, engineers, and construction professionals will allow the District to assign a complete project team for each of the three projects under development,

inclusive of a Design Project Manager, a Construction Project Manager, and inspectors. The developers will be required to complete the projects within the established budget and schedule under OCP’s oversight and management. Progress will be monitored on a weekly basis against a baseline schedule that will be established by the developers within the first several weeks of their contract(s), all within the 30- month time frame allotted for the projects. OCP will be responsible for ensuring the project schedule is updated with the latest information by developers so that it is never more than three business days out of date. For variances on critical milestones greater than five business days, the developers will be issued a written request to provide a recovery schedule within three business days. Communication management will rest with the District, with cooperation of the developers. Communication threads will follow the common path of project leadership

from inspector and Construction Project Manager to Construction Manager, to OCP leadership, School Principal and Assistant Superintendent, to the Chief Operating Officer, and from there to the District’s Superintendent. The District will also be heavily involved with community and stakeholder communications. Quarterly design meetings will be scheduled to engage the community in the planning and design process and to seek input and feedback. The District will also coordinate pre-construction meetings and quarterly construction meetings to update the community on the progress of the projects, similar to the community engagement the District has conducted for various projects and stages, such as the T.M. Pierce, Solis-Cohen, and Northeast Community Propel Academy projects. The District will consult with school leaders at all stages of the projects. The District will provide updates to the Board at regular intervals and/or project

milestones, as agreed to between the Board President and the District. This action item supports Board Guardrail 1: Welcoming and Supportive Schools- Every school will be a safe, welcoming, and healthy place where our students, staff, and community want to be and learn each day. Funding source(s): FY21-22 Capital Budget - FY22-25 Federal ESSER III- ARPA Office Originating Request: Operations - Capital Programs

Action Item - 20. Title: Capital Award for Wright, Richard R. School, Bryant , W.C. School, Taylor, Bayard School ($11,967,525) - Added 3.4.2022 [Updated 3.18.2022] Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform separate contracts with the lowest responsible bidders, subject to funding, as follows: With: Murphy Quigley Company, Inc. Allstates Mechanical, Ltd. Paramount Electrical Service, LLC Gem Mechanical CAD Electric, Inc. United States Roofing Corporation Purpose: General, Mechanical, Plumbing, and Electrical Contracts Start date: 4/22/2022 End date: 10/27/2023 Compensation not to exceed: $11,967,525 Separate Compensation by Vendor: Murphy Quigley Company, Inc. - Major HVAC Renovations; Richard R. Wright School; $1,109,000

Allstates Mechanical, Ltd. - Major HVAC Renovations; Richard R. Wright School; $3,849,400 Paramount Electrical Service, LLC - Major HVAC Renovations; Richard R. Wright School; $1,350,000 Gem Mechanical - Major HVAC Renovations; Richard R. Wright School; $141,000 CAD Electric, Inc. - Electrical Upgrades; W.C. Bryant School; $3,975,425 United States Roofing Corporation - Roof Replacement; Bayard Taylor School; $1,542,700 Location: Richard R. Wright School W.C. Bryant School Bayard Taylor School

Renewal Options: No Description: The Office of Capital Programs has identified various capital projects at multiple school locations based on the capital budget call and the facilities assessment report. The projects recommended for contract award were identified in the approved FY22 capital budget. The projects were publicly advertised and the lowest responsible bidders are recommended for contract award. The District design, construction, and project management teams have developed a site specific construction phasing plan in collaboration with principals and contractors for the site improvements. This plan ensures adequate time and sufficient swing space has been identified for the safety of students and staff. The work will be monitored daily by an inspector, project manager and construction manager to ensure the contractors meet the established budget and schedule. This work is in support of the Operations

Division goal of providing a safe and healthy learning environment for all students. Guardrail 1: Welcoming and Supportive Schools - Every school will be a safe, welcoming and healthy place where our students, staff and community want to be and learn each day. Funding Source(s): FY 22-23 Capital Budget Office Originating Request: Operations - Capital Programs ATTACHMENTS: Description Type

Action Item - 21. Title: Contract Award with Weatherproofing Technologies (WTI), Inc for Roof Replacement at Various Locations ($9,639,311) - Added 3.4.2022 - Updated 3.22.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: Weatherproofing Technologies, Inc. Purpose: Roof replacements at Lingelbach, Anna L. School, Adaire, Alexander School, Cooke, Jay School Elkin, Lewis School Start date: 3/25/2022 End date: 4/30/2023 Compensation not to exceed: $9,639,311 Location: Lingelbach, Anna L. School Adaire, Alexander School Cooke, Jay School Elkin, Lewis School Renewal Options: No Description: The Office of Capital Programs has identified a need for roof replacements at Anna

Lingelbach, Alexander Adaire, Lewis Elkin, and Jay Cooke School. The roofs have exceeded their useful life. The projects were included in the adopted FY22 Capital Budget. The Office of Capital Programs has obtained a proposal and pricing to perform the work via the competitively bid Keystone Purchasing Network (KPN) cooperative contract. This contract establishes a source for the roofing materials and installation services needed to replace the roofs at Anna Lingelbach, Alexander Adaire, Lewis Eklin, and Jay Cooke School. The roof installation comes with a limited 30-year warranty. The work will be monitored daily by an inspector, project manager and construction manager to ensure the contractors are meeting all budget, schedule, and safety requirements of the District. The work is in support of the Operations Division goal to provide safe and welcoming environments for all students.

The completion of the projects is expected by April of 2023. Guardrail 1: Welcoming and Supportive Schools - Every school will be a safe, welcoming and healthy place where our students, staff and community want to be and learn each day. Funding Source(s): FY22 Capital Budget Office Originating Request: Operations - Capital Programs

Action Item - 22. Title: Acceptance of services from and Memorandum of Understanding with the Lewis Katz School of Medicine at Temple University and Neubauer Family Foundation - Added 3.11.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a Memorandum of Understanding, as follows: With: Lewis Katz School of Medicine at Temple University, Neubauer Family Foundation Purpose: Development and implementation of a violence intervention program. Start date: 4/1/2022 End date: 6/30/2023 Location: John Bartram High School Renewal Options: No Description: This action item seeks authorization for a Memorandum of Understanding (MOU) between the School District of Philadelphia, Lewis Katz School of Medicine at Temple University, and Neubauer Family Foundation.

The Office of School Safety has been working to develop a Comprehensive Violence Intervention Program. The program will be launched at John Bartram High School, and during the 2022-2023 school year expanded to other schools that are facing high levels of gun violence and street-group/gang activity in the community. Specific program outcomes sought by the Office of School Safety and its partners include improved school safety and climate, increased awareness of nonviolence alternatives, improved awareness of the risks of violence, increased access to resources for street-group/gang involved students, reduction in shootings and homicides around the school community, reduction in student involvement in street-groups/gangs, and reduction in student arrests for gun crimes. This Office of School Safety-led program is being developed in partnership with Offices and Departments from across the School District of Philadelphia and the City of Philadelphia, as

well as with external partners, including Philadelphia Cure Violence, a violence interuption program based at the Lewis Katz School of Medicine at Temple University.

Philadelphia Cure Violence has received a grant from the Neubauer Family Foundation to bring services to aid in the implementation of the program, including Cure Violence Outreach Workers, training, and evaluation. An MOU is needed to formalize the relationships between the partners in this initiative. The Office of School Safety Comprehensive Violence Intervention Program is a multi-tiered approach founded in the U.S. Department of Justice Office of Juvenile Justice and Delinquency Prevention’s Comprehensive Gang Model, which is a multi-component strategic approach to reduce violence and street-group/gang crime and youth involvement in street- groups/gangs. One component of the program is an implementation of the Cure Violence program methodology with Philadelphia Cure Violence as a partner. The Cure Violence Health Model (http://cureviolence.org) treats gun violence as a disease. The model is designed to reduce the spread of gun violence through the process of interrupting the

transmission of violence, targeting the highest risks, and changing community norms that have supported gun violence. Goals and Guardrails: This program, and the related MOU, supports three of the four Board of Education Guardrails – Guardrail 1: Welcoming and Supportive Schools, Guardrail 3: Partnering with Parents/Family Members, and Guardrail 4: Addressing Racist Practices. The program has been developed to support student, school, and community safety and security, and in doing so, impact student health and wellness, academic and career success, and, more broadly, the thriving of communities in and around our schools. The Cure Violence Outreach Workers and School District personnel leading this program will connect with students at schools, as well as in the community, including home visits, and will work with parents and family members to support student success. This program will directly support the most vulnerable and at-risk students with intensive supports and interventions.

Office Originating Request: Office of School Safety Office Originating Request: Operations - School Safety

Action Item - 23. Title: Amendment of 2022 Board of Education Public Meeting Schedule - Added 3.11.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration The Board of Education hereby amends its public business meeting schedule for the 2022 calendar year, adopted December 9, 2021, to reflect the following additions and changes: April 21, 2022 - Budget Hearing and Action Meeting (Budget Hearing changed from April 7, 2022) Office Originating Request: Board of Education

Action Item - 24. Title: Contribution Agreement for Design and Construction of Dental Clinic Build Out and License Agreement with Temple University Kornberg School of Dentistry ($390,000) - Added 3.14.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a Contribution Agreement and License Agreement, and any other agreements necessary to carry out the purpose of this authorization, as follows: With: Temple University Kornberg School of Dentistry Purpose: To accept funds from Temple University for the design, and construction of a dental clinic within William D. Kelley Elementary School and to license the space at no cost for use as a dental clinic to the Temple University Kornberg School of Dentistry Start Date: 3/25/2022 End Date: 6/30/2023

Value: Temple University Kornberg School of Dentistry (“Temple Dentistry”) will contribute $390,000 toward the District’s design and construction of a dental clinic at W.D. Kelly School. The District will license the use of the dental clinic space to Temple Dentistry at no cost. While students and families will receive value from dental services provided at the dental clinic, there is no separate quantifiable monetary value to the School District. Renewal options: Yes Number of options for MOU and license agreement: 4 Duration of each option to extend: Years: 1 Months: 0 Location: William D. Kelley Elementary School Description: The District plans to design and construct space within William D. Kelley Elementary suitable for Temple Dentistry to operate a dental clinic. Temple Dentistry will reimburse the School District for all design costs not to exceed $40,000 and construction costs not to exceed $350,000. The District proposes to enter into a Contribution Agreement,

pursuant to which Temple Dentistry will agree to reimburse the School District for the design and construction costs. Temple Dentistry, at no cost to the District, will implement a new program in partnership with the School District’s Office of Student Support Services that is comprehensive, integrated and based on the best evidence to prevent dental cavities and periodontal diseases in students. The proposed program will be focused on assessing outcomes that aim to preserve sound

tooth structure and periodontal tissues rather than just the provision of preventative and minimal restorative dental care. The program will focus on increasing knowledge and self- efficiency of students and families in maintaining and promoting oral/dental health of students and their parents at William D. Kelley Elementary and other School District schools in proximity to the elementary school. Temple Dentistry will seek reimbursement for dental care from Medicaid and commercial insurers when available, will not charge any students directly for dental services, and will serve all students regardless of insurance status. In addition to the Contribution Agreement, the parties will enter into an MOU and License Agreement to document the program and the relationship regarding the use of the space. The School District will provide regular maintenance and cleaning of the Licensed Premises at no cost to Temple Dentistry. The District will separately seek authorization, as necessary,

for the contract, with all costs to be reimbursed by Temple Dentistry as set forth in this action item, for design and construct the build out of the dental clinic at William D. Kelley which Temple Dentistry will operate. This school-based oral health program directly supports Board of Education, Guardrail 1: Welcoming and Supportive Schools, to provide students with access to robust social, emotional, and mental health supports. Office Originating Request: Operations - Capital Programs

Action Item - 25. Title: Request For Excusal of Compulsory Education - Added 3.16.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration Be it resolved, that student A. M., in accordance with section 11.34 of the Pennsylvania Public School Code, shall be excused from the compulsory education requirements, effective April 22, 2022, and entered on the inactive roll indefinitely; and, be it Further Resolved, that the Superintendent or their designee, is authorized to execute any agreements necessary to effectuate the excusal; and, be it Further Resolved, that the Board President is authorized to approve on behalf of the Board any requested extensions, if applicable. Office Originating Request: Student Support Services Office Originating Request: Student Support Services ATTACHMENTS: Description Type

Action Item - 26. Title: Adoption of the Lump Sum Statement - Updated 3.22.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration WHEREAS, Section 12-303(b) of the Home Rule Charter requires the adoption and submission to the Mayor and City Council of a lump sum statement of anticipated receipts and expenditures for the next fiscal year, be it RESOLVED, that the Proposed Lump Sum Statement for fiscal year 2022/2023 of the School District of Philadelphia anticipated receipts and other financing sources totaling $3.919 billion, anticipated expenditures and other financing uses of $3.714 billion, and an ending fund balance of $584.9 million at June 30, 2023, be adopted and submitted to the Mayor and City Council. *Lump Sum Statement attached Office Originating Request: Board of Education ATTACHMENTS: Description Type FY23 Lump Sum Statement Supporting Document

Re: Adoption of Lump Sum Statement - Operating Budget Actual Projected Proposed 2020/2021 2021/2022 2022/2023 $ $ $ Receipts 3,257,523 3,336,233 3,918,796 Other Financing Sources 22,921 2,156 289 Total Receipts and Other Financing Sources 3,280,444 3,338,388 3,919,085 Expenditures 3,247,791 3,186,601 3,712,283 Other Financing Uses 2,406 1,835 1,835 Total Expenditures and Other Financing Uses 3,250,197 3,188,436 3,714,119 Prior Year Fund Balance (Deficit) July 1 172,828 202,513 351,645 Prior Period Restatement 259 0 0 Prior Year Fund Balance (Deficit) July 1 After Adjustment 173,087 202,513 351,645 Fund Balance Prior to Changes in Reserves 203,334 352,465 556,612 Changes in Reserves (821) (821) 28,259 Fund Balance (Deficit) June 30 202,513 351,645 584,871 FINANCING SOURCES, EXPENDITURES AND OTHER FINANCING USES, AND FUND BALANCE FISCAL YEARS 2021/2022 AND 2022/2023 Amounts in Thousands March 24, 2022

WHEREAS, Section 12-303(b) of the Home Rule Charter requires the adoption and submission to the Mayor and City Council of a lump sum statement of anticipated receipts and expenditures for the next fiscal year, be it RESOLVED, that the Proposed Lump Sum Statement for fiscal year 2022/2023 of The School District of Philadelphia of anticipated receipts and other financing sources totaling $3.919 billion, anticipated expenditures and other financing uses of $3.714 billion, and an ending fund balance of $584.9 million at June 30, 2023, be adopted and submitted to the Mayor and City Council. THE SCHOOL DISTRICT OF PHILADELPHIA OPERATING BUDGET LUMP SUM STATEMENT OF ANTICIPATED RECEIPTS AND OTHER

Action Item - 27. Title: Contract with Tetra Tech Inc for AHERA Program Development Management - Added 3.18.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education authorize The School District of Philadelphia, through the Superintendent or his designee, to execute and perform a contract, subject to funding, as follows: With: Tetra Tech, Inc. Purpose: To support and restructure the District’s Asbestos Hazard Emergency Response Act management program by designing and facilitating 6-month periodic surveillances, 3-year inspections, and record management for eligible School District owned properties Start date: 4/1/2022 End date: 3/31/2025 Compensation not to exceed: $24,224,862 Location: All School District buildings Renewal Options: Yes Number of Options: 2 Duration of each option to extend: Years: 1 Months: Maximum compensation authorized per option period: Compensation for the option to

renew has yet to be agreed upon. Description: The Office of Environmental Management Services (OEMS) has identified a need for additional resources to manage the School District’s Asbestos Hazard Emergency Response Act (AHERA) program. The management of asbestos containing materials in schools nationwide is regulated under AHERA. AHERA regulations require public school districts to: (1) inspect their schools for asbestos containing materials; (2) prepare

management plans for how these materials will be managed; and (3) take actions to prevent or reduce the risk of airborne asbestos. The School District’s AHERA program is managed within OEMS as outlined in Policy 708, Environmental Management. OEMS is tasked with managing the scope of the AHERA program across the District’s more than 300 facilities, in addition to the other environmental programs outlined in Policy 708. Management of the AHERA program has been challenged by resource constraints including, among other things, funding and limited availability of inspectors who are appropriately licensed to perform critical asbestos management tasks. The District issued a Request for Proposals seeking to obtain a larger environmental project management firm with more resources to assist the School District with staffing, planning, design, and execution of AHERA inspections, surveillance, data gathering and reporting. An

external program management firm will offer additional people, experts, and field staff necessary to maintain AHERA compliance for the over 300 School District owned properties. The use of a third-party management firm has already been successful for the School District’s Capital program, which uses an engineering firm to assist with oversight and execution of Capital projects. This model is also used by other school districts that do not have the internal resources to create or maintain an efficient management system. This contract will be measured through the implementation of AHERA elements for all School District owned properties. Success will be measured by the execution of 3-year inspections and 6-month periodic surveillance events, and AHERA management plans, in accordance with regulatory requirements and within the approved budget. It is anticipated that over the three-year period of the contract, the selected contractor will provide the necessary

licensed staff of locally based and nationwide inspectors and staff to continue to build and implement a management system designed to facilitate and sustain 6-month periodic surveillances, 3-year inspections, and record management for the School District. Additionally, AHERA management plans and supporting documents are available for public access and may be requested by members of the public, including media, parents, and other stakeholders. The contract envisioned by this action item should help create and maintain consistent and reliable data to support the management of asbestos in place, as well as proactive, targeted removal of asbestos, when appropriate, as well as ultimately facilitating better stakeholder access through improved recordkeeping. It is anticipated that by creating an improved AHERA management system, there is an opportunity to better support the District’s external communications with stakeholders and rebuild community trust.

This work is in support of the Operations’ Division goal of providing a safe and healthy learning environment for all students. This contract will also specifically address Guardrail 1: “Every school will be a safe, welcoming, and healthy place where our students, staff and community want to be and learn each day.” Funding Source(s): FY21-22: ARPA and Operating FY22-23: ARPA and Operating FY23-24: ARPA and Operating FY24-25: ARPA and Operating Office Originating Request: Operations - Facilities

Action Item - 28. Title: Adoption of Academic Calendar SY22-23 (As Amended) - Added 3.22.2022 Board of Education Meeting Date: 3/24/2022 Action under consideration Resolved, that the Board of Education authorizes the School District of Philadelphia to adopt the amended Academic Calendar for school year 2022-2023, as attached. Further Resolved, that changes to professional development dates can be made by the Superintendent without submission to the Board of Education, so long as there is no effect on the total number of professional development days for that calendar year. Office Originating Request: Schools ATTACHMENTS: Description Type Amended Academic Calendar SY22-23 Supporting Document

2022-2023 Academic Calendar Term 1: 8/29/22 - 11/15/22 (50 days) Term 2: 11/16/22 - 1/25/23 (40 days) Term 3: 1/26/23 - 3/24/23 (41 days) Term 4: 3/27/23 - 6/14/23 (49 days) Monday Tuesday Wednesday Thursday Friday Jul 1 Summer Programs K-12 4 Independence Day 5 Summer Programs K-12 6 Summer Programs K-12 7 Summer Programs K-12 8 Summer Programs K-12 11 Summer Programs K-12 12 Summer Programs K-12 13 Summer Programs K-12 14 Summer Programs K-12 15 Summer Programs K-12 18 Summer Programs K-12 19 Summer Programs K-12 20 Summer Programs K-12 21 Summer Programs K-12 22 Summer Programs K-12 25 Summer Programs K-12 26 Summer Programs K-12 27 Summer Programs K-12 28 Summer Programs K-12 29 Summer Recess Aug 1 Principal PD 2 Principal PD 3 Principal PD 4 Principal PD 5 Principal PD 8 Summer Recess 9 Summer Recess 10 Summer Recess 11 Summer Recess 12 Summer Recess 15 Summer Recess 16 Summer Recess 17 Summer Recess 18 Summer Recess 19 Summer Recess

22 Summer Recess 23 PD Day 24 Reorganization 25 PD Day 26 PD Day Sep 29 First Student Day (Gr. pre-K- 12) Kdgr. interview day (3hr early dismissal K only) 30 Kindergarten interview day (3hr early dismissal K only) 31 Kindergarten interview day (3hr early dismissal K only) 1 Kindergarten interview day (3hr early dismissal K only) 2 Kindergarten interview day (3hr early dismissal K only) 5 Labor Day 6 7 8 9 12 13 14 15 16 PD Day 19 School Selection Process Begins 20 21 22 23 26 Rosh Hashanah 27 28 29 30 Oct 3 4 5 Yom Kippur 6 7 PD Early Dismiss 10 Indigenous Peoples Day 11 12 Interim Reports 13 Interim Reports 14 Interim Reports 17 18 19 20 21 24 25 26 27 28 Nov 31 1 2 3 4 PD Early Dismiss School Selection Ends 7 8 Election Day 9 10 11 Veterans Day 14 15 End Term 1 16 17 18 21 K-8 Report Card Conf 22 K-12 Report Card Conf 23 K-12 Report Card Conf 24 Thanksgiving 25 Thanksgiving Dec 28 29 30 1 2 PD Day 5 6 7 8 9 12 13 14 15 16 PD Early Dismiss

19 20 21 Interim Reports 22 Interim Reports 23 Interim Reports 26 Christmas (obs) 27 Winter Recess 28 Winter Recess 29 Winter Recess 30 Winter Recess Jan 2 New Year's Day (obs) 3 PD Day 4 5 6 9 10 11 12 13 16 M.L King Day 17 18 19 20 PD Early Dismiss 23 24 25 End Term 2 26 27 Feb 30 31 1 K-8 Report Card Conf 2 K-12 Report Card Conf 3 K-12 Report Card Conf 6 7 8 9 10 13 14 15 16 17 PD Early Dismiss 20 Presidents' Day 21 22 23 24 Mar 27 Interim Reports 28 Interim Reports 1 Interim Reports 2 3 PD Early Dismiss 6 7 8 9 10 13 14 15 16 17 PD Early Dismiss 20 21 22 23 24 End Term 3 27 28 29 K-8 Report Card Conf 30 K-12 Report Card Conf 31 K-12 Report Card Conf Apr 3 Spring Recess 4 Spring Recess 5 Spring Recess 6 Spring Recess 7 Good Friday 10 11 12 13 14 PD Early Dismiss 17 18 19 20 21 Eid al-Fitr 24 25 26 27 28 May 1 2 3 4 5 PD Early Dismiss 8 Interim Reports 9 Interim Reports 10 Interim Reports 11 12 15 16 Election Day (tent.) 17 18 19 PD Early Dismiss 22 23 24 25 26 Jun

29 Memorial Day 30 31 1 2 5 6 7 8 9 Grad Window 12 13 End Term 4 / Grad Window Last Student Day Gr. K-12 14 PD Day (staff last day) 15 Summer Recess 16 Summer Recess 19 Juneteenth (obs) 20 Summer Recess 21 Summer Recess 22 Summer Recess 23 Summer Recess 26 Summer Recess 27 Summer Programming 28 Summer Programming 29 Summer Programming 30 Summer Programming In the case of inclement weather where there is no school for students and staff, the last day for students will be June 14, 2023 and the last day for staff will be June 15, 2023. Key: Color Coding Schools / Administrative Offices Closed Students / 10 Month Employee Off Professional Development (PD) Day - No Students Report Card Early Dismiss (3 hr) PD Early Dismiss Number of Days Scheduled Student Attendance: Number of Days Scheduled Teacher Attendance: July 2022 - 0 July 2022 - 0 August 2022 - 3 August 2022 - 7 September 2022 - 19 September 2022 - 20 October 2022 - 19 October 2022 - 19 November 2022 - 18 November 2022 - 18

December 2022 - 16 December 2022 - 17

January 2023 - 19 January 2023 - 20 February 2023 - 19 February 2023 - 19 March 2023 - 23 March 2023 - 23 April 2023 - 14 April 2023 - 14 May 2023 - 21 May 2023 - 21 June 2023 - 9 June 2023 - 10 TOTAL 180 Student Attendance Days TOTAL 188 Teacher Attendance Days

Action Items - Intermediate Unit - 1. Title: Contracts with Various Vendors - Use of Act 89 Grant for Non-Public Schools ($19,000,000) Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education, acting in its capacity as Board of Directors of the Philadelphia Intermediate Unit No. 26 (IU 26), authorize IU 26, through the Executive Director or his designee, to execute and perform contracts, subject to funding, as follows: With: Catapult Learning, LLC CORA Services, Inc. Learn It Systems, LLC Purpose: To provide Act 89 auxiliary services to non-public school students Start Date: 7/1/2022 End Date: 6/30/2023 Compensation not to exceed: All entities will be paid out of an aggregate amount not to exceed $19,000,000. Location(s): Non-Public School Programs Description: IU 26 receives Act 89 state funds to provide auxiliary services to Philadelphia non-

public schools. Auxiliary services include remedial reading and mathematics, counseling, psychological services, speech and mobility training. IU 26 provides these services through contracts with contractors. Non-public schools select the contractor to provide services annually. IU 26 is responsible for managing the relationship between the non- public schools and the contractors and for ensuring the contractor provides the services required. Funding Source(s): FY23 State Office Originating Request: Finance

Action Items - Intermediate Unit - 2. Title: Contracts with Various Vendors - Use of the Emergency Assistance for Non-Public Schools (EANS II) Grant authorized by the American Rescue Plan (ARP) Act of 2021 ($80,000,000). Board of Education Meeting Date: 3/24/2022 Action under consideration The Administration recommends that the Board of Education, acting in its capacity as Board of Directors of the Philadelphia Intermediate Unit No. 26 (IU 26), authorize IU 26, through the Executive Director or his designee, to execute and perform contracts, subject to funding, as follows: With: Catapult Learning, LLC CORA Services, Inc. FACTS Education Solutions, LLC Learn It Systems, LLC Purpose: To help non-public schools cope with the impacts of COVID-19 Start Date: 4/1/2022 End Date: 9/30/2025 Compensation not to exceed: All entities will be paid out of the aggregate amount not to exceed $80,000,000. Location(s): Non-Public School Programs Description:

The American Rescue Plan (ARP) Act of 2021 was signed into law on March 11, 2021. The Act authorized additional Emergency Assistance to Non-Public Schools (EANS II) Program. The purpose of the EANS II program is to provide services or assistance to eligible non-public schools to address educational disruptions caused by COVID-19. By creating a separate reservation of funds for this purpose, Congress reiterated the need for non-public schools to participate in emergency education relief programs, rather than relying on the equitable services requirements that typically apply to elementary and secondary formula grant programs. Consequently, LEAs are not required to provide equitable services with funds received under the ARP Act. The expected outcome of these services is to help non-public schools cope with the impacts of COVID-19. Under the EANS II program, the United States Department of Education (ED) awards

grants by formula to each Governor with an approved Certification and Agreement to provide services or assistance to eligible non-public schools. In accepting an EANS award, a Governor designates the State Educational Agency (SEA) to administer the program. To receive services or assistance, an eligible non-public school must submit an application to the SEA. At this time, the Pennsylvania Department of Education’s (PDE) plan for

administering the EANS II program is being developed. Responsibility for implementing the program may be delegated to IUs. If IUs are delegated responsibility for implementing the EANS II program and non-public schools in IU 26 need services, those services will be provided using the same contractors competitively selected to provide services to the non- public schools. Funding Source(s): FY23 Federal Categorical Office Originating Request: Finance